Atwood & Palmer’s iShares S&P 500 Value ETF IVE Stock Holding History

Atwood & Palmer’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$40K	Buy
2025 Q2	$37.7K	Buy
2022 Q1	–	Sell
2021 Q4	$42K	Hold
2021 Q3	$39K	Buy
2020 Q4	–	Sell
2020 Q3	$7K	Buy