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

Discipline Wealth Solutions’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	$2.1M	Buy
2025 Q2	$1.41M	Buy
2025 Q1	$668K	Sell
2024 Q4	$798K	Sell
2024 Q3	$894K	Buy
2024 Q2	$426K	Buy