Cambridge Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

Cambridge Trust’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$259K	Sell
2023 Q4	$460K	Buy
2023 Q3	$377K	Sell
2023 Q2	$462K	Sell
2023 Q1	$623K	Sell
2022 Q4	$630K	Sell
2022 Q3	$637K	Sell
2022 Q2	$1.5M	Buy
2022 Q1	$469K	Buy
2021 Q4	$47K	Buy