Gilliland Jeter Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$557K Buy
2025
Q1
$416K Buy
2024
Q4
$297K Buy
2024
Q3
$217K Buy
2024
Q2
$164K Buy
2024
Q1
$163K Buy