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

Embree 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 Q3	$803K	Sell
2025 Q2	$763K	Buy
2025 Q1	$742K	Buy
2024 Q4	$743K	Buy
2024 Q3	$763K	Buy
2024 Q2	$701K	Buy
2024 Q1	$635K	Buy
2023 Q4	$553K	Buy