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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$383K Hold
2025
Q1
$373K Sell
2024
Q4
$713K Buy
2024
Q3
$385K Hold
2024
Q2
$355K Buy
2024
Q1
$358K Hold
2023
Q4
$333K Buy