CFS Investment Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

CFS Investment Advisory Services’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 Q3	$7.19M	Sell
2025 Q2	$6.83M	Buy
2025 Q1	$6.4M	Buy
2024 Q4	$5.19M	Sell
2024 Q3	$5.65M	Sell
2024 Q2	$5.37M	Buy
2023 Q3	–	Sell
2023 Q2	$483K	Buy
2022 Q2	–	Sell
2022 Q1	$0	Buy