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
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