Fedenia Advisers’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$970K Buy
4,962
+519
+12% +$101K 0.46% 59
2025
Q1
$847K Buy
4,443
+993
+29% +$189K 0.55% 36
2024
Q4
$659K Buy
+3,450
New +$659K 0.39% 50