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

Altium Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$617K	Buy
2022 Q1	$621K	Buy
2018 Q4	–	Sell
2018 Q3	$573K	Sell
2018 Q2	$553K	Buy
2018 Q1	$442K	Buy
2017 Q4	$446K	Buy