Norden Group’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $681K | Buy |
3,487
+39
| +1% | +$7.62K | 0.07% | 269 |
|
2025
Q1 | $657K | Sell |
3,448
-35,073
| -91% | -$6.68M | 0.08% | 249 |
|
2024
Q4 | $7.35M | Buy |
38,521
+34,953
| +980% | +$6.67M | 0.83% | 20 |
|
2024
Q3 | $704K | Buy |
+3,568
| New | +$704K | 0.08% | 261 |
|
2024
Q2 | – | Sell |
-25,811
| Closed | -$4.82M | – | 427 |
|
2024
Q1 | $4.82M | Buy |
+25,811
| New | +$4.82M | 0.98% | 20 |
|