Sachetta’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
9,452
-256
| -3% | -$50K | 0.73% | 28 |
|
|
2025
Q1 | $1.85M | Sell |
9,708
-21
| -0.2% | -$4K | 0.76% | 26 |
|
|
2024
Q4 | $1.86M | Buy |
9,729
+143
| +1% | +$27.3K | 0.73% | 24 |
|
|
2024
Q3 | $1.89M | Buy |
9,586
+6
| +0.1% | +$1.18K | 0.75% | 24 |
|
|
2024
Q2 | $1.82M | Sell |
9,580
-333
| -3% | -$63.4K | 0.79% | 20 |
|
|
2024
Q1 | $1.72M | Buy |
9,913
+4
| +0% | +$696 | 0.82% | 19 |
|
|
2023
Q4 | $1.72M | Buy |
+9,909
| New | +$1.72M | 0.82% | 19 |
|