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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Hold
1,426
0.13% 130
2025
Q1
$253K Hold
1,426
0.15% 126
2024
Q4
$272K Hold
1,426
0.17% 115
2024
Q3
$281K Buy
+1,426
New +$281K 0.16% 115