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

Ehrlich Financial Group’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.91M	Buy
2025 Q2	$8.12M	Sell
2025 Q1	$8.05M	Buy
2024 Q4	$6.99M	Sell
2024 Q3	$7.38M	Sell
2024 Q2	$7.94M	Buy
2024 Q1	$6.53M	Buy
2023 Q4	$4.11M	Buy