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

Edgemoor 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 Q2	$663K	Hold
2025 Q1	$647K	Hold
2024 Q4	$648K	Hold
2024 Q3	$669K	Buy
2024 Q2	$608K	Sell
2024 Q1	$671K	Hold
2023 Q4	$624K	Buy
2023 Q3	$531K	Buy