Sierra 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
Q2 | $9.54M | Sell |
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|
2025
Q1 | $9.46M | Buy |
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|
2024
Q4 | $9.48M | Sell |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $12.7M | Buy |
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|
2023
Q4 | $9.03M | Buy |
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|
2023
Q3 | $7.97M | Hold |
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|
2023
Q2 | $8.35M | Sell |
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|
2023
Q1 | $9.11M | Buy |
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|
2022
Q4 | $8.7M | Sell |
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|
2022
Q3 | $10.3M | Hold |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $13.3M | Sell |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $13.8M | Sell |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $13M | Buy |
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