Inlight 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
$199K Hold
179,293
0.1% 47
2025
Q1
$198K Hold
179,293
0.12% 44
2024
Q4
$198K Buy
+179,293
New +$198K 0.13% 46