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

Lighthouse Financial’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.09M Sell
31,179
-2,970
-9% -$580K 4.67% 7
2025
Q1 		$6.51M Sell
34,149
-500
-1% -$95.3K 5.62% 7
2024
Q4 		$6.61M Buy
+34,649
New +$6.61M 5.37% 6