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

Summit Trail Advisors’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
2025 Q2	$675K	Buy
2022 Q3	–	Sell
2022 Q2	$1.13M	Buy
2018 Q1	–	Sell
2017 Q4	$127K	Buy