SOL Capital Management’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 | $3.25M | Sell |
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|
2025
Q2 | $3.08M | Buy |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.84M | Sell |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.54M | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.41M | Sell |
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|
2022
Q1 | $2.75M | Hold |
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|
2021
Q4 | $2.77M | Sell |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $3.05M | Sell |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $2.69M | Buy |
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|
2020
Q3 | $2.36M | Buy |
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|
2020
Q2 | $2.21M | Sell |
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|
2020
Q1 | $2.04M | Sell |
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|
2019
Q4 | $2.77M | Buy |
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|
2019
Q3 | $2.38M | Buy |
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|
2019
Q2 | $2.15M | Sell |
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|
2019
Q1 | $2.26M | Buy |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $450K | Buy |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $387K | Sell |
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|
2017
Q3 | $369K | Buy |
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|
2017
Q2 | $309K | Buy |
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