Sanibel Captiva Trust Company’s iShares S&P 500 Value ETF IVE Stock Holding History

Sanibel Captiva Trust Company’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	$3.97M	Buy
2025 Q2	$3.4M	Buy
2025 Q1	$3.14M	Sell
2024 Q4	$3.42M	Sell
2024 Q3	$3.84M	Buy
2024 Q2	$3.3M	Sell
2024 Q1	$3.47M	Buy
2023 Q4	$3.22M	Buy