Regatta Capital 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
Q3 | $428K | Sell |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $453K | Sell |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $452K | Buy |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $360K | Buy |
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