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Americana Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Americana Partners’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$799K Buy
4,090
+2,579
+171% +$504K 0.03% 263
2025
Q1 		$288K Hold
1,511
– – 0.01% 330
2024
Q4 		$288K Buy
+1,511
New +$288K 0.01% 341