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

Lighthouse Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$403K Sell
2,060
-256
-11% -$50K 0.35% 35
2025
Q1 		$441K Hold
2,316
– – 0.4% 30
2024
Q4 		$442K Buy
+2,316
New +$442K 0.4% 29