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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.5M	Buy	+63,912	New	+$12.5M	0.93%	39
2020 Q3	–	Sell	-371	Closed	-$40K	–	367
2020 Q2	$40K	Buy	+371	New	+$40K	0.01%	342