Clayton Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Clayton Financial Group’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$482K	Buy
2025 Q4	$464K	Hold
2025 Q3	$452K	Buy
2025 Q2	–	Sell
2025 Q1	$412K	Sell
2024 Q4	$424K	Sell
2024 Q3	$454K	Sell
2024 Q2	$450K	Hold
2024 Q1	$450K	Buy