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Fiduciary Advisors Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Fiduciary Advisors Inc’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Buy
1,035
+3
+0.3% +$586 0.18% 38
2025
Q1 		$197K Buy
1,032
+2
+0.2% +$381 0.19% 37
2024
Q4 		$197K Buy
+1,030
New +$197K 0.2% 38