National Philanthropic Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

National Philanthropic Trust’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
2026 Q1	$3.49M	Sell
2025 Q4	$3.55M	Buy
2025 Q3	$3.39M	Hold
2025 Q2	$3.21M	Sell
2025 Q1	$3.27M	Buy
2024 Q4	$3.13M	Hold
2024 Q3	$3.24M	Hold
2024 Q2	$2.99M	Hold
2024 Q1	$3.07M	Buy