BCU Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

BCU Wealth 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
2025 Q3	$2.82M	Buy
2025 Q2	$2.32M	Buy
2025 Q1	$1.53M	Buy
2024 Q4	$1.28M	Buy
2024 Q3	$1.25M	Buy
2024 Q2	$1.03M	Buy
2024 Q1	$961K	Buy