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Cape Ann Savings Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

Cape Ann Savings Bank’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240K Hold
1,226
– – 0.14% 86
2025
Q1 		$234K Hold
1,226
– – 0.15% 85
2024
Q4 		$234K Hold
1,226
– – 0.14% 81
2024
Q3 		$242K Buy
+1,226
New +$242K 0.14% 83