BFSG LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

BFSG LLC’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	$620	Sell
2025 Q2	$978	Hold
2025 Q1	$953	Sell
2024 Q4	$1.72K	Hold
2024 Q3	$1.77K	Sell
2024 Q2	$31.5K	Sell
2024 Q1	$64.8K	Buy
2023 Q4	$59.8K	Buy