Birch Hill Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Birch Hill Investment Advisors’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	$893K	Sell
2025 Q2	$853K	Sell
2025 Q1	$836K	Buy
2024 Q4	$713K	Sell
2024 Q3	$752K	Hold
2024 Q2	$694K	Buy
2024 Q1	$224K	Hold
2023 Q4	$209K	Buy