Sage Mountain Advisors’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 | $490K | Hold |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $69.5K | Hold |
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|
2024
Q1 | $71.4K | Buy |
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|
2023
Q4 | $66.2K | Buy |
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|
2023
Q3 | $58.3K | Buy |
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|
2023
Q2 | $60.6K | Hold |
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|
2023
Q1 | $57.1K | Buy |
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|
2022
Q4 | $53K | Buy |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $26K | Buy |
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