Independent Advisor Alliance’s iShares S&P 500 Value ETF IVE Stock Holding History

Independent Advisor Alliance’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	$504K	Buy
2025 Q1	–	Sell
2024 Q4	$6.03M	Buy
2020 Q1	–	Sell
2019 Q4	$2.29M	Buy
2017 Q2	–	Sell
2017 Q1	$578K	Buy