ORG Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

ORG Partners’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	$1.82M	Buy
2025 Q2	$1M	Buy
2025 Q1	$194K	Buy
2024 Q4	$113K	Sell
2024 Q3	$134K	Sell
2024 Q2	$150K	Buy
2024 Q1	–	Sell
2023 Q4	$2.47K	Buy
2023 Q3	–	Sell
2023 Q2	$152K	Buy