Hoxton Planning & Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Hoxton Planning & 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 Q3	$5.11M	Sell
2025 Q2	$5.28M	Buy
2025 Q1	$4.59M	Buy
2024 Q4	$3.14M	Sell
2024 Q3	$3.32M	Buy
2024 Q2	$2.74M	Buy
2024 Q1	$2.76M	Buy