LifePlan Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

LifePlan Investment Advisors’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.49M	Buy
2025 Q4	$3.64M	Buy
2025 Q3	$3.32M	Buy
2025 Q2	$2.64M	Buy
2025 Q1	$2.17M	Buy
2024 Q4	$1.24M	Buy
2024 Q3	$1.17M	Buy
2024 Q2	$1.01M	Buy
2024 Q1	$908K	Buy