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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$752K Hold
2025
Q2
$711K Hold
2025
Q1
$694K Hold
2024
Q4
$695K Hold
2024
Q3
$718K Buy
2024
Q2
$659K Buy
2024
Q1
$673K Buy
2023
Q4
$623K Buy