Balance Wealth’s Strive 500 ETF STRV Stock Holding History

Balance Wealth’s Portfolio STRV Stock Details STRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$877K	Sell
2025 Q2	$832K	Buy
2025 Q1	$749K	Buy