Twin Focus Capital Partners’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 | $1.23M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $949K | Sell |
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|
2022
Q4 | $980K | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $246K | Hold |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $509K | Buy |
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|
2019
Q3 | $434K | Buy |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $334K | Buy |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $396K | Sell |
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|
2018
Q2 | $401K | Sell |
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|
2018
Q1 | $544K | Sell |
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|
2017
Q4 | $614K | Sell |
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|
2017
Q3 | $592K | Sell |
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|
2017
Q2 | $707K | Buy |
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|
2017
Q1 | $633K | Sell |
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|
2016
Q4 | $1.3M | Sell |
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|
2016
Q3 | $1.24M | Buy |
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|
2016
Q2 | $1.21M | Sell |
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|
2016
Q1 | $1.18M | Sell |
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|
2015
Q4 | $1.18M | Buy |
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|
2015
Q3 | $1.11M | Sell |
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|
2015
Q2 | $1.84M | Buy |
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|
2015
Q1 | $625K | Hold |
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|
2014
Q4 | $633K | Hold |
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|
2014
Q3 | $608K | Buy |
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