Concurrent Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Concurrent Investment Advisors’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	$13.3M	Buy
2025 Q2	$10.8M	Buy
2025 Q1	$10.2M	Sell
2024 Q4	$17.1M	Buy
2024 Q3	$8.43M	Buy
2024 Q2	$7.41M	Sell
2024 Q1	$19M	Buy
2023 Q4	$16.1M	Buy