TCTC Holdings’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
$230K Hold
2025
Q1
$224K Hold
2024
Q4
$224K Hold
2024
Q3
$232K Hold
2024
Q2
$214K Hold
2024
Q1
$220K Hold
2023
Q4
$204K Hold
2023
Q3
$181K Hold
2023
Q2
$189K Hold
2023
Q1
$178K Hold
2022
Q4
$170K Hold
2022
Q3
$151K Hold
2022
Q2
$161K Hold
2022
Q1
$183K Hold
2021
Q4
$184K Hold
2021
Q3
$171K Buy