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Amplius Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Amplius Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$341K Hold
1,744
– – 0.03% 148
2025
Q1 		$332K Buy
+1,744
New +$332K 0.03% 129
2022
Q1 		– Sell
-1,744
Closed -$273K – 532
2021
Q4 		$273K Buy
+1,744
New +$273K 0.04% 163