Seros Financial’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
$722K Sell
2025
Q2
$9.54M Buy
2025
Q1
$8.91M Sell
2024
Q4
$8.9M Buy