TBH Global Asset Management’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
Q3 | $543K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $816K | Sell |
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|
2023
Q4 | $791K | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $869K | Buy |
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|
2022
Q2 | $875K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $551K | Buy |
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