Advantage Trust Company’s iShares S&P 500 Value ETF IVE Stock Holding History

Advantage Trust Company’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$81.6K	Hold
2025 Q2	$77.2K	Hold
2025 Q1	$75.3K	Sell
2024 Q4	$115K	Hold
2024 Q3	$118K	Hold
2024 Q2	$109K	Hold
2024 Q1	$112K	Hold
2023 Q4	$104K	Buy