XML Financial’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 | $242K | Hold |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $314K | Buy |
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