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

Fortis Capital Advisors’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$928K	Buy
2023 Q2	–	Sell
2023 Q1	$29K	Hold
2022 Q4	$27.7K	Buy