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

Magnolia Capital Management’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 Q3	$916K	Sell
2025 Q2	$1.26M	Sell
2025 Q1	$1.39M	Buy
2024 Q4	$1.38M	Sell
2024 Q3	$1.49M	Buy
2024 Q2	$1.33M	Sell
2024 Q1	$1.38M	Sell
2023 Q4	$1.45M	Buy