USA Financial Formulas’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 | – | Sell |
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|
2025
Q1 | $29K | Sell |
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|
2024
Q4 | $77.2M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $72.1M | Buy |
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|
2023
Q4 | $65.5M | Buy |
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|
2023
Q3 | $923 | Hold |
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|
2023
Q2 | $967 | Hold |
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|
2023
Q1 | $911 | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $9K | Buy |
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