Coastline Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.7K Hold
70
﹤0.01% 330
2025
Q1
$13.3K Hold
70
﹤0.01% 331
2024
Q4
$13.4K Hold
70
﹤0.01% 346
2024
Q3
$13.8K Buy
+70
New +$13.8K ﹤0.01% 359