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

Connectus Wealth’s Portfolio IVE Stock Details IVE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.47M	Sell
2023 Q4	$1.55M	Buy
2023 Q3	$458K	Buy
2023 Q2	$457K	Buy
2023 Q1	$416K	Buy
2022 Q4	$397K	Buy
2022 Q3	$352K	Sell
2022 Q2	$386K	Buy
2022 Q1	$440K	Buy