Forefront Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Forefront Wealth Partners’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
2025 Q3	$2.7M	Buy
2025 Q2	$2.23M	Buy
2025 Q1	$1.6M	Sell
2024 Q4	$1.71M	Buy