Atlantic Edge Private Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$908K	Hold
2025 Q1	$886K	Hold
2024 Q4	$887K	Hold
2024 Q3	$916K	Buy
2024 Q2	$816K	Hold
2024 Q1	$837K	Hold
2023 Q4	$780K	Buy