Patriot Investment Management 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 | $1.91M | Hold |
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|
2025
Q2 | $1.81M | Hold |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $1.77M | Hold |
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|
2024
Q3 | $1.82M | Hold |
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|
2024
Q2 | $1.68M | Hold |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.61M | Hold |
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|
2023
Q3 | $1.42M | Hold |
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|
2023
Q2 | $1.49M | Hold |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.27M | Hold |
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|
2022
Q2 | $1.35M | Hold |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.52M | Hold |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.44M | Hold |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.13M | Hold |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.27M | Buy |
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