SteelPeak Wealth’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 | $30.1M | Buy |
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|
2025
Q2 | $27.7M | Buy |
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|
2025
Q1 | $23.4M | Buy |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $13.2M | Buy |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $545K | Buy |
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|
2022
Q1 | $591K | Buy |
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|
2021
Q4 | $557K | Buy |
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|
2021
Q3 | $250K | Sell |
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|
2021
Q2 | $299K | Buy |
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