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SFI Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

SFI Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.03M Sell
30,871
-1,671
-5% -$327K 4.17% 7
2025
Q1 		$6.2M Buy
+32,542
New +$6.2M 4.58% 2