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

Bromfield Sneider Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$602K	Hold
2023 Q4	$560K	Hold
2023 Q3	$496K	Hold
2023 Q2	$519K	Hold
2023 Q1	$489K	Hold
2022 Q4	$467K	Hold
2022 Q3	$414K	Hold
2022 Q2	$443K	Hold
2022 Q1	$502K	Hold
2021 Q4	$505K	Buy