ProVise Management 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 | $336K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $201K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $235K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $663K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $272K | Sell |
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|
2013
Q2 | $373K | Buy |
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