SCS Capital Management’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 | $6.54M | Sell |
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|
2025
Q1 | $6.97M | Buy |
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|
2024
Q4 | $4.55M | Hold |
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|
2024
Q3 | $4.7M | Hold |
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|
2024
Q2 | $4.34M | Sell |
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|
2024
Q1 | $5.42M | Hold |
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|
2023
Q4 | $5.05M | Hold |
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|
2023
Q3 | $4.49M | Hold |
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|
2023
Q2 | $4.68M | Hold |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $4.43M | Hold |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $4.01M | Hold |
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|
2022
Q1 | $4.55M | Buy |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $941K | Hold |
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|
2021
Q2 | $956K | Buy |
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