Pinnacle Financial 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
Q2 | $637K | Hold |
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|
2025
Q1 | $621K | Hold |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $643K | Hold |
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|
2024
Q2 | $593K | Hold |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $556K | Hold |
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $525K | Hold |
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|
2023
Q1 | $494K | Sell |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $455K | Hold |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $581K | Buy |
|