Carlton Hofferkamp & Jenks Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Carlton Hofferkamp & Jenks 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	$216K	Buy
2025 Q1	–	Sell
2024 Q4	$214K	Hold
2024 Q3	$212K	Hold
2024 Q2	$208K	Buy