Gray Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Gray Private Wealth’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 Q3	$3.59M	Sell
2025 Q2	$3.6M	Sell
2025 Q1	$3.55M	Sell
2024 Q4	$3.61M	Sell
2024 Q3	$3.92M	Sell
2024 Q2	$3.75M	Sell
2024 Q1	$4.11M	Buy