Brown Miller Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Brown Miller Wealth Management’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 Q4	–	Sell
2024 Q3	$243K	Sell
2024 Q2	$421K	Sell
2024 Q1	$482K	Hold
2023 Q4	$449K	Sell
2023 Q3	$403K	Sell
2023 Q2	$424K	Hold
2023 Q1	$399K	Buy