Security Financial Services’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 | $22M | Buy |
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|
2025
Q2 | $19.9M | Buy |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.39M | Buy |
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|
2024
Q1 | $9.13M | Buy |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $792K | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $861K | Buy |
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