Camelot Technology Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Camelot Technology 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	$638K	Buy
2025 Q2	$602K	Sell
2025 Q1	$608K	Buy
2024 Q4	$607K	Buy
2024 Q3	$624K	Sell
2024 Q2	$631K	Sell
2024 Q1	$653K	Buy
2023 Q4	$606K	Buy