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

Elevation Wealth Partners’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	$207K	Buy
2025 Q2	$195K	Buy
2025 Q1	$189K	Buy
2024 Q4	$189K	Buy
2024 Q3	$194K	Buy
2024 Q2	$178K	Buy
2024 Q1	$182K	Buy
2023 Q4	$148K	Hold
2023 Q3	$148K	Hold
2023 Q2	$156K	Hold
2023 Q1	$146K	Buy