Tradewinds Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Tradewinds Capital Management’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 Q3	$113K	Hold
2025 Q2	$107K	Hold
2025 Q1	$104K	Hold
2024 Q4	$104K	Sell
2024 Q3	$113K	Buy
2024 Q2	$99.6K	Buy
2022 Q2	–	Sell
2022 Q1	$65K	Hold
2021 Q4	$66K	Hold
2021 Q3	$61K	Buy
2021 Q2	$43K	Buy