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

Cassady Schiller 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	$381K	Sell
2024 Q3	$441K	Hold
2024 Q2	$407K	Hold
2024 Q1	$418K	Buy
2023 Q4	$377K	Hold
2023 Q3	$333K	Hold
2023 Q2	$349K	Hold
2023 Q1	$329K	Hold
2022 Q4	$314K	Buy
2022 Q1	–	Sell
2021 Q4	$75K	Buy