Elevated Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$370K Hold
2025
Q1
$370K Sell
2024
Q4
$408K Sell
2024
Q3
$481K Buy