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

Aviance Capital Partners’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	$211K	Sell
2025 Q2	$217K	Hold
2025 Q1	$212K	Hold
2024 Q4	$212K	Buy
2024 Q3	$215K	Buy
2024 Q2	–	Sell
2024 Q1	$204K	Buy
2023 Q4	–	Sell
2023 Q3	$242K	Hold
2023 Q2	$254K	Buy
2023 Q1	$203K	Buy