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

Sovran Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12M Buy
60,607
+10,767
+22% +$2.12M 1.25% 14
2025
Q1 		$8.84M Buy
49,840
+14,803
+42% +$2.63M 1.15% 19
2024
Q4 		$6.67M Buy
+35,037
New +$6.67M 0.95% 24