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Accelerate Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Accelerate Investment Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.8M Buy
9,212
+940
+11% +$184K 1.34% 19
2025
Q1 		$1.58M Buy
8,272
+1,946
+31% +$371K 1.32% 19
2024
Q4 		$1.21M Buy
6,326
+1,530
+32% +$292K 1.06% 19
2024
Q3 		$946K Buy
+4,796
New +$946K 0.92% 21