Summit Financial’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 | $1.3M | Buy |
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|
2025
Q1 | $937K | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $920K | Buy |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $827K | Sell |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $741K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $243K | Buy |
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