Investment Partners Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Hold
2025
Q2
$235K Hold
2025
Q1
$229K Hold
2024
Q4
$229K Hold
2024
Q3
$237K Hold
2024
Q2
$218K Hold
2024
Q1
$224K Hold
2023
Q4
$209K Buy