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Summitry LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

Summitry LLC’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,500
Closed -$280K – 121
2024
Q1 		$280K Buy
+1,500
New +$280K 0.01% 89