Trifecta Capital Advisors’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 | $1.76K | Hold |
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|
2025
Q1 | $1.72K | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $514K | Buy |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $579K | Sell |
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|
2023
Q4 | $591K | Buy |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $602K | Sell |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $502K | Buy |
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