Principal Financial Group’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
Q2 | $2.78M | Buy |
14,215
+1
| +0% | +$195 | ﹤0.01% | 1743 |
|
|
2025
Q1 | $2.71M | Sell |
14,214
-743
| -5% | -$142K | ﹤0.01% | 1716 |
|
|
2024
Q4 | $2.86M | Buy |
14,957
+1,122
| +8% | +$214K | ﹤0.01% | 1736 |
|
|
2024
Q3 | $2.73M | Sell |
13,835
-507
| -4% | -$100K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $2.61M | Buy |
14,342
+183
| +1% | +$33.3K | ﹤0.01% | 1721 |
|
|
2024
Q1 | $2.65M | Sell |
14,159
-209
| -1% | -$39K | ﹤0.01% | 1733 |
|
|
2023
Q4 | $2.5M | Buy |
14,368
+29
| +0.2% | +$5.04K | ﹤0.01% | 1741 |
|
|
2023
Q3 | $2.21M | Sell |
14,339
-492
| -3% | -$75.7K | ﹤0.01% | 1745 |
|
|
2023
Q2 | $2.39M | Sell |
14,831
-296
| -2% | -$47.7K | ﹤0.01% | 1737 |
|
|
2023
Q1 | $2.3M | Buy |
15,127
+1,452
| +11% | +$220K | ﹤0.01% | 1736 |
|
|
2022
Q4 | $1.98M | Sell |
13,675
-690
| -5% | -$100K | ﹤0.01% | 1760 |
|
|
2022
Q3 | $1.85M | Sell |
14,365
-195
| -1% | -$25.1K | ﹤0.01% | 1727 |
|
|
2022
Q2 | $2M | Buy |
14,560
+666
| +5% | +$91.5K | ﹤0.01% | 1806 |
|
|
2022
Q1 | $2.16M | Buy |
+13,894
| New | +$2.16M | ﹤0.01% | 1850 |
|