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Donaldson Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Donaldson Capital Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$740K Buy
3,788
+784
+26% +$153K 0.03% 151
2025
Q1 		$573K Buy
+3,004
New +$573K 0.02% 165