Great Point Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Great Point Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.48M	Buy
2025 Q1	$2.29M	Hold
2024 Q4	$2.29M	Buy
2024 Q3	$2.33M	Hold
2024 Q2	$2.15M	Hold
2024 Q1	$2.21M	Hold
2023 Q4	$2.06M	Hold
2023 Q3	$1.82M	Hold
2023 Q2	$1.91M	Hold
2023 Q1	$1.8M	Hold
2022 Q4	$1.72M	Hold
2022 Q3	$1.52M	Hold
2022 Q2	$1.63M	Hold
2022 Q1	$1.84M	Hold
2021 Q4	$1.85M	Hold
2021 Q3	$1.72M	Hold
2021 Q2	$1.75M	Hold
2021 Q1	$1.67M	Hold
2020 Q4	$1.51M	Hold
2020 Q3	$1.28M	Hold
2020 Q2	$1.28M	Hold
2020 Q1	$1.14M	Sell
2019 Q4	$1.63M	Hold
2019 Q3	$1.49M	Hold
2019 Q2	$1.46M	Hold
2019 Q1	$1.41M	Hold
2018 Q4	$1.27M	Buy