Elios Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Elios Financial Group’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	$1.56M	Buy
2025 Q1	$1.2M	Buy
2024 Q4	$1.14M	Sell
2024 Q3	$1.18M	Buy