Romano Brothers & Co’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 | $278K | Hold |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $182K | Buy |
|