Beese Fulmer Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Beese Fulmer Investment Management’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 Q2	$12.5M	Buy
2020 Q3	–	Sell
2020 Q2	$40K	Buy