Quadrant Private Wealth Management’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 | $9.39M | Buy |
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|
2025
Q1 | $8.61M | Buy |
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|
2024
Q4 | $6.72M | Buy |
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|
2024
Q3 | $6.71M | Buy |
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|
2024
Q2 | $5.9M | Buy |
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|
2024
Q1 | $5.47M | Buy |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.24M | Sell |
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|
2023
Q1 | $3.42M | Sell |
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|
2022
Q4 | $3.27M | Buy |
|