Pinkerton Retirement Specialists’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
Q1
Sell
2024
Q4
$35.6M Buy
2024
Q2
Sell
2024
Q1
$32.2M Buy
2023
Q4
$27.4M Buy
2023
Q3
$7.77M Sell
2023
Q2
$14.6M Buy
2023
Q1
$6.09M Sell
2022
Q4
$23.9M Buy
2022
Q3
Sell
2022
Q2
$21.1M Buy
2022
Q1
$22.4M Buy