Signature Wealth Management Partners’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
$18.5M Buy
2025
Q1
$16.1M Buy
2024
Q4
$12.5M Buy
2024
Q3
$11.9M Buy
2024
Q2
$10.6M Buy
2024
Q1
$10.4M Buy
2023
Q4
$9.1M Buy
2023
Q3
$7.73M Buy
2023
Q2
$7.71M Buy
2023
Q1
$6.64M Sell
2022
Q4
$6.48M Buy
2022
Q3
$5.4M Buy
2022
Q2
$5.7M Buy
2022
Q1
$6.29M Buy
2021
Q4
$6.32M Sell
2021
Q3
$6M Buy
2021
Q2
$6.01M Buy
2021
Q1
$5.53M Buy
2020
Q4
$4.88M Buy