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HeadInvest LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

HeadInvest LLC’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-926
Closed -$142K – 453
2023
Q3 		$142K Buy
+926
New +$142K 0.03% 250