Procyon 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
Q3 | $1.76M | Sell |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.66M | Sell |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $3.79M | Sell |
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|
2021
Q4 | $4.08M | Sell |
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|
2021
Q3 | $3.96M | Sell |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $3.64M | Buy |
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|
2020
Q4 | $2.71M | Buy |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $1.96M | Sell |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $2.31M | Buy |
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