Hemington Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15K Hold
2025
Q2
$14K Hold
2025
Q1
$13K Buy
2024
Q4
$13K Hold
2024
Q3
$14K Buy