Harrell Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Harrell Investment Partners’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	$286K	Buy
2025 Q1	$216K	Buy
2024 Q4	$202K	Sell
2024 Q3	$212K	Buy
2021 Q2	–	Sell
2021 Q1	$665K	Buy