Sather Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Sather Financial Group’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	$275K	Hold
2025 Q2	$260K	Hold
2025 Q1	$254K	Hold
2024 Q4	$254K	Hold
2024 Q3	$263K	Sell
2024 Q2	$364K	Hold
2024 Q1	$373K	Buy