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Advyzon Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Advyzon Investment 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 		$298K Buy
1,526
+394
+35% +$77K 0.07% 282
2025
Q1 		$216K Sell
1,132
-11
-1% -$2.1K 0.08% 237
2024
Q4 		$218K Buy
+1,143
New +$218K 0.08% 215