Perkins Coie Trust Company’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
Q1 | – | Sell |
-183
| Closed | -$34.9K | – | 485 |
|
|
2024
Q4 | $34.9K | Buy |
+183
| New | +$34.9K | 0.01% | 197 |
|
|
2022
Q2 | – | Sell |
-190
| Closed | -$30K | – | 235 |
|
|
2022
Q1 | $30K | Buy |
+190
| New | +$30K | 0.01% | 159 |
|
|
2015
Q1 | – | Sell |
-1,065
| Closed | -$100K | – | 253 |
|
|
2014
Q4 | $100K | Buy |
+1,065
| New | +$100K | 0.08% | 82 |
|