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

Bought

Maintained

Sold

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