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Blake Schutter Theil Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.09M Hold
5,581
– – 1.24% 17
2025
Q1 		$1.06M Hold
5,581
– – 1.21% 17
2024
Q4 		$1.07M Hold
5,581
– – 1.13% 16
2024
Q3 		$1.1M Buy
+5,581
New +$1.1M 0.79% 33