RiverFront Investment 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
$305K Buy
2025
Q1
$265K Hold
2024
Q4
$265K Buy
2024
Q3
$214K Buy
2022
Q3
Sell
2022
Q2
$9.63M Buy
2022
Q1
$9.91M Buy
2021
Q4
$9.06M Buy
2021
Q3
$8.14M Sell
2021
Q2
$18.5M Sell
2021
Q1
$17.8M Sell
2020
Q4
$16.3M Buy