NBC Securities’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $382K | Sell |
|
|||||
|
2025
Q4 | $397K | Buy |
|
|||||
|
2025
Q3 | $381K | Sell |
|
|||||
|
2025
Q2 | $409K | Buy |
|
|||||
|
2025
Q1 | $398K | Buy |
|
|||||
|
2024
Q4 | $446 | Sell |
|
|||||
|
2024
Q3 | $423K | Buy |
|
|||||
|
2024
Q2 | $293K | Hold |
|
|||||
|
2024
Q1 | $311K | Sell |
|
|||||
|
2023
Q4 | $398K | Hold |
|
|||||
|
2023
Q3 | $352K | Buy |
|