Spire Wealth 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
Q2 | $24.2M | Sell |
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|
2025
Q1 | $30.7M | Sell |
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|
2024
Q4 | $31.1M | Buy |
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|
2024
Q3 | $31.2M | Sell |
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|
2024
Q2 | $28.8M | Buy |
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|
2024
Q1 | $157M | Buy |
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|
2023
Q4 | $25M | Sell |
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|
2023
Q3 | $23.1M | Buy |
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|
2023
Q2 | $24M | Buy |
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|
2023
Q1 | $21.8M | Buy |
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|
2022
Q4 | $16.1M | Sell |
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|
2022
Q3 | $14.5M | Sell |
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|
2022
Q2 | $20.7M | Sell |
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|
2022
Q1 | $33.4M | Buy |
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|
2021
Q4 | $32.7M | Buy |
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|
2021
Q3 | $29.8M | Buy |
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|
2021
Q2 | $30.2M | Buy |
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|
2021
Q1 | $26.7M | Buy |
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