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

Operose 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	$2.46M	Sell
2025 Q1	$2.4M	Hold
2024 Q4	$2.41M	Buy
2024 Q3	$2.37M	Buy
2024 Q2	$1.56M	Hold
2024 Q1	$1.6M	Buy