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

Ethos Financial Group’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
Q2 		– Sell
-1,883
Closed -$359K – 499
2025
Q1 		$359K Buy
1,883
+917
+95% +$175K 0.03% 293
2024
Q4 		$184K Buy
+966
New +$184K 0.02% 292