Avitas Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Avitas Wealth Management’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
2024 Q4	$12.5M	Buy
2024 Q3	$12.8M	Buy
2024 Q2	$11.7M	Buy
2024 Q1	$12M	Sell
2023 Q4	$17M	Buy
2023 Q3	$14.5M	Sell
2023 Q2	$15.3M	Buy
2023 Q1	$14.2M	Sell
2022 Q4	$20.6M	Sell
2022 Q3	$18.4M	Buy