Center for Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Center for Financial Planning’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
2025 Q3	$32.4K	Buy
2021 Q4	–	Sell
2021 Q3	$7K	Buy
2020 Q2	–	Sell
2020 Q1	$36K	Sell
2019 Q4	$150K	Buy