Empirical Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Empirical Asset Management’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	$1.66M	Buy
2025 Q1	$1.58M	Buy
2024 Q4	$1.42M	Sell
2024 Q3	$1.49M	Sell
2024 Q2	$1.61M	Buy
2022 Q1	–	Sell
2021 Q4	$1.47M	Buy