Sutton Place Investors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
9,480
+628
| +7% | +$123K | 1.11% | 25 |
|
|
2025
Q1 | $1.69M | Buy |
8,852
+2,627
| +42% | +$501K | 1.13% | 26 |
|
|
2024
Q4 | $1.19M | Buy |
6,225
+208
| +3% | +$39.7K | 0.69% | 38 |
|
|
2024
Q3 | $1.19M | Buy |
6,017
+313
| +5% | +$61.7K | 0.72% | 37 |
|
|
2024
Q2 | $1.04M | Buy |
5,704
+483
| +9% | +$87.9K | 0.69% | 39 |
|
|
2024
Q1 | $975K | Buy |
+5,221
| New | +$975K | 0.48% | 63 |
|