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Family Office Research’s iShares S&P 500 Value ETF IVE Stock Holding History

Family Office Research’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$306K Sell
1,567
-29
-2% -$5.67K 0.14% 58
2025
Q1 		$304K Sell
1,596
-284
-15% -$54.1K 0.15% 55
2024
Q4 		$359K Buy
+1,880
New +$359K 0.16% 50