Tilia Fiduciary Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Tilia Fiduciary Partners’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$251K	Buy
2023 Q3	–	Sell
2023 Q2	$8.06K	Sell
2023 Q1	$76.8K	Buy
2022 Q4	$21K	Hold
2022 Q3	$19K	Hold
2022 Q2	$20K	Hold
2022 Q1	$23K	Hold
2021 Q4	$23K	Buy