Curi RMB Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Curi RMB Capital’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 Q2	$1.38M	Buy
2025 Q1	–	Sell
2024 Q4	$1.15M	Hold
2024 Q3	$1.19M	Buy
2024 Q2	$659K	Sell
2024 Q1	$825K	Hold
2023 Q4	$768K	Hold
2023 Q3	$680K	Buy
2023 Q2	$623K	Buy
2022 Q4	–	Sell
2022 Q3	$231K	Buy