SC
SouthState Corp’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
14,116
+5,518
| +64% | +$1.08M | 0.12% | 130 |
|
|
2025
Q1 | $1.64M | Buy |
+8,598
| New | +$1.64M | 0.07% | 163 |
|
|
2023
Q2 | – | Sell |
-77
| Closed | -$11.7K | – | 619 |
|
|
2023
Q1 | $11.7K | Hold |
77
| – | – | ﹤0.01% | 493 |
|
|
2022
Q4 | $11.2K | Hold |
77
| – | – | ﹤0.01% | 544 |
|
|
2022
Q3 | $10K | Buy |
+77
| New | +$10K | ﹤0.01% | 542 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$4K | – | 731 |
|
|
2022
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 654 |
|
|
2021
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 645 |
|
|
2021
Q3 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 536 |
|