Smith Anglin 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
Q2 | $13.8M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $39.7M | Sell |
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|
2024
Q1 | $45M | Sell |
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|
2023
Q4 | $65.4M | Buy |
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|
2023
Q3 | $55.2M | Buy |
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|
2023
Q2 | $53.3M | Buy |
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|
2023
Q1 | $48.2M | Buy |
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|
2022
Q4 | $42.9M | Buy |
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|
2022
Q3 | $34.5M | Buy |
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|
2022
Q2 | $32.8M | Buy |
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|
2022
Q1 | $36.7M | Buy |
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|
2021
Q4 | $26.4M | Buy |
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|
2021
Q3 | $21.5M | Sell |
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|
2021
Q2 | $22.4M | Buy |
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|
2021
Q1 | $19.3M | Sell |
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|
2020
Q4 | $30.3M | Buy |
|