UBS AM’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
Q4 | $2.6M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $365K | Sell |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $631K | Sell |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $9.29M | Buy |
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|
2018
Q1 | $9.17M | Buy |
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|
2017
Q4 | $8.06M | Buy |
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|
2017
Q3 | $7.07M | Sell |
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|
2017
Q2 | $8.95M | Buy |
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|
2017
Q1 | $8.02M | Buy |
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|
2016
Q4 | $27K | Buy |
|