KMG Fiduciary Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

KMG Fiduciary 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
2026 Q2	$305K	Sell	1,343 -34,490	-96%	-$7.7M	0.03%	179
2026 Q1	$7.57M	Sell	35,833 -22,967	-39%	-$4.97M	0.56%	49
2025 Q4	$12.5M	Sell	58,800 -11,407	-16%	-$2.39M	0.89%	23
2025 Q3	$14.5M	Buy	70,207 +139	+0.2%	+$27.9K	0.97%	21
2025 Q2	$13.7M	Buy	70,068 +494	+0.7%	+$92K	1.01%	21
2025 Q1	$13.3M	Sell	69,574 -575	-0.8%	-$111K	1.1%	21
2024 Q4	$13.4M	Buy	70,149 +119	+0.2%	+$23.6K	1.11%	19
2024 Q3	$13.8M	Sell	70,030 -2,929	-4%	-$556K	1.19%	16
2024 Q2	$13.3M	Buy	72,959 +121	+0.2%	+$22K	1.31%	14
2024 Q1	$13.6M	Buy	72,838 +1,057	+1%	+$188K	1.41%	15
2023 Q4	$12.5M	Buy	71,781 +59,652	+492%	+$9.59M	1.45%	14
2023 Q3	$1.87M	Sell	12,129 -123	-1%	-$19.9K	0.25%	95
2023 Q2	$1.97M	Buy	12,252 +10,909	+812%	+$1.68M	0.26%	96
2023 Q1	$204K	Sell	1,343 -22,404	-94%	-$3.39M	0.03%	223
2022 Q4	$3.44M	Buy	+23,747	New	+$3.39M	0.57%	57

Other funds holding IVE

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return