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Briaud Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Briaud Financial Planning’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 		$142K Buy
727
+358
+97% +$69.9K 0.06% 54
2025
Q1 		$70K Buy
+369
New +$70K 0.03% 74