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McMorgan & Co’s iShares S&P 500 Value ETF IVE Stock Holding History

McMorgan & Co’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.4M Sell
84,161
-1,201
-1% -$235K 2.42% 13
2025
Q1 		$16.3M Buy
+85,362
New +$16.3M 2.6% 12