Bartlett & Co Wealth Management’s Strive 500 ETF STRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.3K	Hold	955	–	–	﹤0.01%	702
2025 Q1	$34.4K	Hold	955	–	–	﹤0.01%	726
2024 Q4	$36.1K	Hold	955	–	–	﹤0.01%	711
2024 Q3	$35.2K	Hold	955	–	–	﹤0.01%	720
2024 Q2	$33.4K	Hold	955	–	–	﹤0.01%	739
2024 Q1	$32.1K	Buy	+955	New	+$32.1K	﹤0.01%	732