FWA
IVE icon

FORM Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

FORM Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.3M Buy
16,883
+835
+5% +$163K 0.4% 18
2025
Q1 		$3.06M Buy
+16,048
New +$3.06M 0.42% 17