Partners Capital Investment Group’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 | $901K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.23M | Buy |
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|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $5.36M | Buy |
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|
2024
Q2 | $4.92M | Buy |
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|
2024
Q1 | $2.51M | Sell |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $4.08M | Hold |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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