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

Castleview 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
Q1 		– Sell
-213
Closed -$40.5K – 371
2024
Q4 		$40.5K Hold
213
– – 0.02% 371
2024
Q3 		$42K Hold
213
– – 0.02% 346
2024
Q2 		$38.8K Buy
+213
New +$38.8K 0.02% 358