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Capital A Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Capital A Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$728K Sell
3,820
-4,038
-51% -$770K 0.76% 19
2024
Q4 		$1.5M Buy
+7,858
New +$1.5M 2.49% 7