Coordinated Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Coordinated Financial Services’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$538K	Sell
2025 Q4	$573K	Buy
2025 Q3	$493K	Buy
2025 Q2	$464K	Buy
2025 Q1	$450K	Buy
2024 Q4	$407K	Buy
2024 Q2	$319K	Buy
2024 Q1	$327K	Buy