Pathstone Family Office’s iShares S&P 500 Value ETF IVE Stock Holding History

Pathstone Family Office’s Portfolio IVE Stock Details IVE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$19M	Buy
2023 Q2	$232K	Buy
2023 Q1	$211K	Buy
2022 Q3	–	Sell
2022 Q2	$313K	Buy
2021 Q1	–	Sell
2020 Q4	$12K	Hold
2020 Q3	$10K	Hold
2020 Q2	$10K	Buy
2019 Q2	–	Sell
2019 Q1	$76K	Buy