LGT Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

LGT Financial Advisors’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	$214K	Buy
2025 Q1	$167K	Buy
2024 Q4	$115K	Buy
2024 Q3	$102K	Buy
2024 Q2	$94K	Sell
2024 Q1	$126K	Buy
2023 Q4	$91.8K	Sell
2023 Q3	$100K	Sell
2023 Q2	$131K	Buy