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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$650K	Sell
2025 Q4	$658K	Buy
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