Cooper Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Cooper Financial Group’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 Q3	$945K	Sell
2025 Q2	$904K	Sell
2025 Q1	$1.61M	Buy
2024 Q4	$969K	Buy
2024 Q3	$738K	Buy
2024 Q2	$493K	Buy
2024 Q1	$489K	Buy
2021 Q1	–	Sell
2020 Q4	$1M	Buy