Mountain Capital Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Mountain Capital Investment 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	$241K	Buy
2025 Q1	$210K	Buy
2024 Q4	$206K	Buy
2024 Q3	$207K	Buy
2017 Q4	–	Sell
2017 Q3	$14K	Hold
2017 Q2	$14K	Buy