Stonegate Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Sell |
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|
2025
Q1 | $7.06M | Buy |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $6.92M | Hold |
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|
2024
Q2 | $6.39M | Hold |
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|
2024
Q1 | $6.56M | Buy |
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|
2023
Q4 | $3.5M | Sell |
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|
2023
Q3 | $3.45M | Hold |
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|
2023
Q2 | $3.61M | Buy |
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|
2023
Q1 | $2.7M | Buy |
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|
2022
Q4 | $644K | Buy |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $473K | Buy |
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