Hemington Wealth Management’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
$14K Hold
73
﹤0.01% 743
2025
Q1
$13K Buy
73
+1
+1% +$178 ﹤0.01% 727
2024
Q4
$13K Hold
72
﹤0.01% 672
2024
Q3
$14K Buy
+72
New +$14K ﹤0.01% 608