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Aufman Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Aufman Associates’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 		$286K Hold
1,466
– – 0.18% 46
2025
Q1 		$279K Hold
1,466
– – 0.19% 43
2024
Q4 		$280K Hold
1,466
– – 0.19% 44
2024
Q3 		$289K Buy
+1,466
New +$289K 0.19% 47