Client 1st Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Client 1st Advisory Group’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	$278K	Buy
2025 Q2	$216K	Buy
2020 Q1	–	Sell
2019 Q4	$319K	Buy