Kestra Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Kestra Investment Management’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$50M	Sell
2025 Q2	$59.1M	Buy
2025 Q1	$14.5M	Sell
2024 Q4	$27.1M	Buy
2024 Q3	$24.2M	Buy
2024 Q2	$17.2M	Buy