Veracity Capital’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 | $785K | Sell |
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|
2025
Q2 | $780K | Buy |
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|
2025
Q1 | $675K | Buy |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $632K | Sell |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $519K | Hold |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $446K | Hold |
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|
2021
Q4 | $449K | Sell |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $806K | Buy |
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|
2020
Q4 | $690K | Buy |
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|
2020
Q3 | $606K | Sell |
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|
2020
Q2 | $598K | Buy |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $638K | Buy |
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