Parsons Capital Management’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 | $238K | Buy |
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|
2025
Q2 | $223K | Hold |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $659K | Sell |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $671K | Hold |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $709K | Hold |
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|
2023
Q1 | $668K | Sell |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $74K | Buy |
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