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Cary Street Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Cary Street Partners’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 		$1.01M Sell
5,171
-53
-1% -$10.4K 0.03% 411
2025
Q1 		$996K Buy
5,224
+2
+0% +$381 0.03% 394
2024
Q4 		$997K Buy
+5,222
New +$997K 0.03% 385