Pine Valley Investments’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
Q4 | $696K | Buy |
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|
2025
Q3 | $671K | Buy |
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|
2025
Q2 | $634K | Sell |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $686K | Buy |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $583K | Buy |
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|
2023
Q1 | $293K | Buy |
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