Private Trust Company’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
Q3 | $1.39M | Sell |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $992K | Buy |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $491K | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $444K | Buy |
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