GC Wealth Management RIA’s iShares S&P 500 Value ETF IVE Stock Holding History

GC Wealth Management RIA’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 Q2	–	Sell
2025 Q1	$348K	Hold
2024 Q4	$348K	Hold
2024 Q3	$360K	Hold
2024 Q2	$332K	Sell
2024 Q1	$353K	Hold
2023 Q4	$328K	Buy