Family Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Family Asset Management’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
2024 Q3	$3.64M	Sell
2024 Q2	$3.43M	Sell
2024 Q1	$3.64M	Sell
2023 Q4	$3.46M	Sell
2023 Q3	$3.21M	Sell
2023 Q2	$3.45M	Buy
2023 Q1	$3.22M	Sell
2022 Q4	$3.29M	Buy