Glass Jacobson Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Glass Jacobson Investment Advisors’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	$2.86M	Sell
2025 Q1	$2.81M	Hold
2024 Q4	$2.81M	Sell
2024 Q3	$2.93M	Buy
2024 Q2	$2.7M	Buy
2024 Q1	$2.7M	Buy
2023 Q4	$2.51M	Buy
2023 Q3	$1.78M	Hold
2023 Q2	$1.86M	Buy
2022 Q4	$1.73M	Buy