TA
Tactive Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Buy |
+5,592
| New | +$1.09M | 0.35% | 74 |
|
2023
Q4 | – | Sell |
-1,708
| Closed | -$263K | – | 94 |
|
2023
Q3 | $263K | Sell |
1,708
-9,139
| -84% | -$1.41M | 0.23% | 54 |
|
2023
Q2 | $1.75M | Buy |
10,847
+4,811
| +80% | +$775K | 1.33% | 17 |
|
2023
Q1 | $916K | Sell |
6,036
-65,232
| -92% | -$9.9M | 0.68% | 22 |
|
2022
Q4 | $10.3M | Buy |
+71,268
| New | +$10.3M | 6.76% | 4 |
|