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

Forte Capital’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 		$659K Hold
3,370
– – 0.07% 156
2025
Q1 		$642K Hold
3,370
– – 0.08% 152
2024
Q4 		$643K Hold
3,370
– – 0.07% 144
2024
Q3 		$664K Buy
+3,370
New +$664K 0.08% 148