GM Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Sell
2,005
-25
-1% -$4.89K 0.02% 216
2025
Q1
$387K Buy
2,030
+516
+34% +$98.3K 0.02% 190
2024
Q4
$289K Buy
+1,514
New +$289K 0.02% 214