5T Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

5T Wealth’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 Q3	$5.75M	Buy
2025 Q2	$4.96M	Sell
2025 Q1	$4.98M	Buy
2024 Q4	$4.93M	Buy