BBJS Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

BBJS Financial Advisors’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
2024 Q3	$7.07M	Buy
2024 Q2	$6.51M	Buy
2024 Q1	$6.68M	Sell
2023 Q4	$7.35M	Sell
2023 Q3	$6.58M	Sell
2023 Q2	$8.41M	Sell
2023 Q1	$8.15M	Buy
2022 Q4	$6.6M	Buy