Investor's Fiduciary Advisor 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
$1.05M Buy
5,362
+930
+21% +$182K 0.39% 72
2025
Q1
$844K Sell
4,432
-137
-3% -$26.1K 0.4% 69
2024
Q4
$872K Buy
+4,569
New +$872K 0.33% 76