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

Stone 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
2023 Q1	$4.56M	Sell
2022 Q4	$10.3M	Buy
2022 Q3	$9.1M	Buy
2022 Q2	$7.53M	Buy
2022 Q1	$8.13M	Sell
2021 Q4	$11.1M	Buy