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

Copia Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$291K Sell
1,491
-102
-6% -$19.9K 0.25% 76
2025
Q1 		$304K Hold
1,593
– – 0.28% 71
2024
Q4 		$304K Buy
+1,593
New +$304K 0.29% 66