Stokes Family Office’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 | $22.7M | Buy |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $14.6M | Buy |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $638K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $206K | Buy |
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