Foster Dykema Cabot & Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Hold
512
0.01% 165
2025
Q1
$97.6K Hold
512
0.01% 161
2024
Q4
$97.7K Hold
512
0.01% 173
2024
Q3
$101K Buy
+512
New +$101K 0.01% 169