Verus Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
19,813
+3,502
| +21% | +$684K | 0.32% | 51 |
|
|
2025
Q1 | $3.11M | Buy |
16,311
+5,230
| +47% | +$997K | 0.29% | 56 |
|
|
2024
Q4 | $2.12M | Sell |
11,081
-3,753
| -25% | -$716K | 0.19% | 80 |
|
|
2024
Q3 | $2.92M | Buy |
14,834
+2,316
| +19% | +$457K | 0.27% | 58 |
|
|
2024
Q2 | $2.28M | Buy |
12,518
+2,335
| +23% | +$425K | 0.22% | 71 |
|
|
2024
Q1 | $1.9M | Buy |
+10,183
| New | +$1.9M | 0.21% | 70 |
|
|
2020
Q1 | $50K | Hold |
517
| – | – | 0.02% | 497 |
|
|
2019
Q4 | $67K | Buy |
+517
| New | +$67K | 0.02% | 505 |
|