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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,775
Closed -$350K 145
2024
Q3
$350K Hold
1,775
0.19% 115
2024
Q2
$323K Buy
+1,775
New +$323K 0.2% 113