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Alpine Bank Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.87M Hold
24,944
0.74% 22
2025
Q1
$4.75M Buy
+24,944
New +$4.75M 0.76% 21
2024
Q3
$4.92M Buy
+24,944
New +$4.92M 0.79% 20