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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$728K	Sell
2024 Q4	$1.5M	Buy