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

Horizon Wealth Management’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 Q2	$13.8M	Sell
2025 Q1	$36.2M	Buy
2024 Q4	–	Sell
2024 Q3	$3.26M	Buy