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

AllSquare 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 Q2	$977	Hold
2025 Q1	$953	Hold
2024 Q4	$954	Hold
2024 Q3	$986	Buy
2019 Q2	–	Sell
2019 Q1	$11K	Hold
2018 Q4	$10K	Hold
2018 Q3	$12K	Hold
2018 Q2	$11K	Buy