Authentikos Wealth Advisory’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
Q4
Sell
-342
Closed -$67.4K 117
2024
Q3
$67.4K Buy
+342
New +$67.4K 0.06% 93
2023
Q4
Sell
-292
Closed -$44.9K 300
2023
Q3
$44.9K Buy
+292
New +$44.9K 0.04% 125