Able Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Able Wealth Management’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	$2.09M	Sell
2025 Q2	$1.99M	Buy
2025 Q1	$1.9M	Sell
2024 Q4	$1.93M	Sell
2024 Q3	$2.02M	Sell
2024 Q2	$2.06M	Sell
2024 Q1	$2.17M	Sell
2023 Q4	$2.03M	Buy