Vestmark Advisory Solutions’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
$5.69M Sell
2025
Q1
$8.9M Buy
2022
Q3
Sell
2022
Q2
$244K Sell
2022
Q1
$289K Sell
2021
Q4
$375K Buy
2021
Q3
$323K Buy
2021
Q2
$314K Sell
2021
Q1
$305K Buy
2020
Q4
$224K Buy
2019
Q4
Sell
2019
Q3
$206K Buy