Arcadia Wealth Management (New Hampshire)’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
2,136
+11
+0.5% +$2.15K 0.18% 49
2025
Q1
$405K Buy
+2,125
New +$405K 0.2% 50