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

Bestgate Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$221K Hold
1,158
– – 0.46% 50
2025
Q1 		$221K Hold
1,158
– – 0.46% 50
2024
Q4 		$221K Buy
+1,158
New +$221K 0.44% 52