Venture Visionary 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
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $965K | Buy |
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|
2024
Q3 | $977K | Buy |
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|
2024
Q2 | $840K | Sell |
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|
2024
Q1 | $863K | Buy |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $668K | Sell |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $703K | Buy |
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|
2021
Q4 | $706K | Buy |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $681K | Sell |
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|
2021
Q1 | $746K | Buy |
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|
2020
Q4 | $671K | Buy |
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