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

TruNorth Capital Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$69.4K Hold
355
– – 0.02% 141
2025
Q1 		$67.7K Hold
355
– – 0.02% 180
2024
Q4 		$67.8K Hold
355
– – 0.02% 129
2024
Q3 		$70K Hold
355
– – 0.02% 124
2024
Q2 		$64.6K Buy
+355
New +$64.6K 0.02% 110