Sunbelt Securities’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 | $9.12M | Buy |
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|
2025
Q1 | $8.3M | Sell |
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|
2024
Q4 | $9.1M | Buy |
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|
2024
Q3 | $8.17M | Buy |
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|
2024
Q2 | $7.1M | Buy |
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|
2024
Q1 | $7.03M | Sell |
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|
2023
Q4 | $6.72M | Sell |
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|
2023
Q3 | $6.05M | Buy |
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|
2023
Q2 | $6.33M | Buy |
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|
2023
Q1 | $5.76M | Buy |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $4.12M | Sell |
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|
2022
Q2 | $4.5M | Buy |
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|
2022
Q1 | $4.33M | Buy |
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|
2021
Q4 | $3.72M | Buy |
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|
2021
Q3 | $2.91M | Hold |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.62M | Buy |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.26M | Buy |
|