Smithbridge Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Smithbridge Asset Management’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
2024 Q2	–	Sell
2024 Q1	$1.26M	Sell
2023 Q4	$1.17M	Sell
2023 Q3	$1.13M	Sell
2023 Q2	$1.19M	Sell
2023 Q1	$1.14M	Sell
2022 Q4	$1.11M	Sell
2022 Q3	$993K	Buy