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

Riverwater 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	$204K	Buy
2025 Q2	–	Sell
2025 Q1	$283K	Hold
2024 Q4	$283K	Sell
2024 Q3	$306K	Hold
2024 Q2	$284K	Sell
2024 Q1	$317K	Hold
2023 Q4	$295K	Sell
2023 Q3	$321K	Buy