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

Apex Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.49M Sell
7,635
-8,140
-52% -$1.59M 1.2% 24
2025
Q1 		$3.01M Sell
15,775
-56
-0.4% -$10.7K 2.7% 12
2024
Q4 		$3.02M Buy
+15,831
New +$3.02M 2.61% 13