Perennial Investment Advisors’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
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $920K | Buy |
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|
2024
Q1 | $944K | Buy |
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|
2023
Q4 | $576K | Hold |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $534K | Hold |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $480K | Hold |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $413K | Hold |
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|
2021
Q4 | $416K | Buy |
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