Apella Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Apella Capital’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	$1.96M	Buy
2025 Q2	$749K	Sell
2025 Q1	$705K	Buy
2024 Q4	$705K	Buy
2024 Q3	$500K	Buy
2024 Q2	$459K	Buy
2024 Q1	$447K	Buy
2023 Q4	$213K	Buy