Seven Mile Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$616K Hold
2025
Q1
$601K Hold
2024
Q4
$601K Hold
2024
Q3
$621K Hold
2024
Q2
$574K Hold
2024
Q1
$589K Sell
2023
Q4
$550K Hold
2023
Q3
$486K Buy