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

Stage Harbor 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 		$481K Sell
2,460
-842
-25% -$165K 0.39% 32
2025
Q1 		$629K Sell
3,302
-280
-8% -$53.4K 0.53% 25
2024
Q4 		$684K Sell
3,582
-204
-5% -$38.9K 0.59% 22
2024
Q3 		$751K Buy
+3,786
New +$751K 0.68% 19