Prime Capital 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 | $4.73M | Sell |
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|
2025
Q1 | $6.11M | Buy |
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|
2024
Q4 | $5.53M | Sell |
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|
2024
Q3 | $5.92M | Sell |
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|
2024
Q2 | $6.1M | Sell |
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|
2024
Q1 | $7.12M | Buy |
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|
2023
Q4 | $3.41M | Buy |
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|
2023
Q3 | $785K | Buy |
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|
2023
Q2 | $791K | Buy |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $269K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $16K | Sell |
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|
2019
Q2 | $32K | Buy |
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|
2019
Q1 | $15K | Buy |
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