CBA
IVE icon

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

Coastal Bridge Advisors’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 		$528K Hold
2,704
– – 0.04% 281
2025
Q1 		$515K Buy
+2,704
New +$515K 0.13% 158