Sepio Capital’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
Q1 | – | Sell |
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|
2024
Q4 | $3.47M | Sell |
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|
2024
Q3 | $6.94M | Hold |
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|
2024
Q2 | $6.4M | Sell |
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|
2024
Q1 | $11.7M | Hold |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $9.55M | Hold |
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|
2023
Q2 | $10M | Hold |
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|
2023
Q1 | $9.42M | Hold |
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|
2022
Q4 | $9.01M | Hold |
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|
2022
Q3 | $7.98M | Buy |
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