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

&Partners’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$28.4M	Buy
2025 Q2	$23.5M	Buy
2025 Q1	$14.3M	Buy
2024 Q4	$11.6M	Buy
2024 Q3	$9.92M	Buy
2024 Q2	$5.8M	Buy
2024 Q1	$339K	Buy