Integrated Advisors Network’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
$3.41M Buy
17,434
+4,807
+38% +$939K 0.15% 157
2025
Q1
$2.41M Buy
12,627
+10,783
+585% +$2.06M 0.12% 181
2024
Q4
$352K Buy
1,844
+600
+48% +$115K 0.02% 528
2024
Q3
$245K Buy
+1,244
New +$245K 0.01% 637