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Legacy Financial Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History

Legacy Financial Strategies’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$218K Sell
1,116
-22
-2% -$4.3K 0.04% 120
2025
Q1 		$217K Hold
1,138
– – 0.05% 111
2024
Q4 		$216K Buy
1,138
+3
+0.3% +$570 0.05% 110
2024
Q3 		$224K Buy
+1,135
New +$224K 0.05% 109