Gallagher Fiduciary Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Gallagher Fiduciary Advisors’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	$932K	Buy
2025 Q1	$749K	Buy
2024 Q4	$560K	Buy
2024 Q3	$546K	Sell
2024 Q2	$579K	Sell
2024 Q1	$596K	Buy
2023 Q4	$553K	Sell
2023 Q3	$548K	Sell
2023 Q2	$696K	Buy
2023 Q1	$649K	Buy