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

Centricity Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.4K Hold
176
– – 0.03% 210
2025
Q1 		$33.5K Hold
176
– – 0.03% 206
2024
Q4 		$33.6K Buy
+176
New +$33.6K 0.03% 206