Edmond de Rothschild Holding’s iShares S&P 500 Value ETF IVE Stock Holding History

Edmond de Rothschild Holding’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	$6.92M	Sell
2025 Q1	$8.49M	Buy
2024 Q4	$8.25M	Sell
2024 Q3	$9.94M	Buy
2023 Q4	–	Sell
2023 Q3	$154K	Hold
2023 Q2	$161K	Buy
2017 Q2	–	Sell
2017 Q1	$504K	Buy
2016 Q4	$330K	Buy