SF
IVE icon

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

Seros Financial’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.54M Buy
48,803
+2,034
+4% +$397K 6.05% 4
2025
Q1 		$8.91M Sell
46,769
-2,103
-4% -$401K 6.66% 4
2024
Q4 		$8.9M Buy
+48,872
New +$8.9M 8.01% 3