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Essential Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Essential Planning’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,344
Closed -$3.64M – 188
2024
Q4 		$3.64M Buy
+18,344
New +$3.64M 0.02% 143