NBT Bank’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
Q3 | $768K | Sell |
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|
2025
Q2 | $903K | Sell |
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|
2025
Q1 | $968K | Sell |
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|
2024
Q4 | $970K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $913K | Buy |
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|
2024
Q1 | $765K | Buy |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $570K | Hold |
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|
2023
Q2 | $597K | Hold |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | $499K | Buy |
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