Ascension Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
2025
Q1
$281K Sell
2024
Q4
$8.45M Buy
2024
Q3
$204K Buy