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

HoyleCohen’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$774K	Sell
2024 Q1	$803K	Buy
2023 Q4	$747K	Buy
2023 Q3	$646K	Buy
2023 Q2	$671K	Hold
2023 Q1	$631K	Hold
2022 Q4	$603K	Buy
2022 Q3	$517K	Buy
2022 Q2	$437K	Buy