Spotlight Asset Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.87M | Sell |
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|
2024
Q1 | $6.11M | Sell |
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|
2023
Q4 | $5.18M | Hold |
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|
2023
Q3 | $5.18M | Sell |
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|
2023
Q2 | $5.45M | Buy |
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|
2023
Q1 | $4.52M | Buy |
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|
2022
Q3 | $4.52M | Buy |
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|
2021
Q3 | $8.07M | Sell |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $11.7M | Sell |
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|
2020
Q4 | $11.6M | Buy |
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|
2020
Q3 | $9.87M | Buy |
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|
2020
Q2 | $9.17M | Buy |
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|
2020
Q1 | $7.94M | Sell |
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|
2019
Q4 | $8.98M | Buy |
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