Aspire Wealth Management’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
2024
Q3
$796K Sell
4,037
-62
-2% -$12.2K 0.43% 49
2024
Q2
$746K Buy
4,099
+319
+8% +$58.1K 0.43% 46
2024
Q1
$706K Buy
+3,780
New +$706K 0.43% 49