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

Brown Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$320K	Buy
2025 Q1	$312K	Buy
2024 Q4	$305K	Hold
2024 Q3	$315K	Buy
2024 Q2	$290K	Sell
2024 Q1	$298K	Buy
2023 Q4	$276K	Buy
2023 Q3	$242K	Sell
2023 Q2	$256K	Buy