CGN Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

CGN Advisors’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	$539K	Hold
2025 Q2	$510K	Sell
2025 Q1	$498K	Sell
2024 Q4	$502K	Hold
2024 Q3	$519K	Buy
2024 Q2	$339K	Buy
2024 Q1	$337K	Hold
2023 Q4	$314K	Hold
2023 Q3	$278K	Buy