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Clune & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Clune & Associates’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
1,288
+1
+0.1% +$195 0.07% 135
2025
Q1 		$245K Buy
1,287
+1
+0.1% +$191 0.08% 125
2024
Q4 		$245K Buy
+1,286
New +$245K 0.08% 124