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

Gables Capital 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	$2.6M	Hold
2025 Q1	$2.54M	Hold
2024 Q4	$2.54M	Hold
2024 Q3	$2.63M	Hold
2024 Q2	$2.43M	Hold
2024 Q1	$2.49M	Hold
2023 Q4	$2.32M	Hold
2023 Q3	$2.05M	Hold
2023 Q2	$2.15M	Sell
2023 Q1	$2.1M	Hold
2022 Q4	$2.01M	Hold
2022 Q3	$1.78M	Sell
2022 Q2	$1.98M	Hold
2022 Q1	$2.24M	Hold
2021 Q4	$2.26M	Hold
2021 Q3	$2.1M	Hold
2021 Q2	$2.13M	Hold
2021 Q1	$2.04M	Hold
2020 Q4	$1.84M	Hold
2020 Q3	$1.62M	Hold
2020 Q2	$1.56M	Hold
2020 Q1	$1.39M	Sell
2019 Q4	$1.98M	Hold
2019 Q3	$1.81M	Buy