Lloyd Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Lloyd Advisory Services’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$670K	Buy
2025 Q2	$615K	Buy
2025 Q1	$512K	Buy
2024 Q4	$404K	Buy
2024 Q3	$415K	Sell
2024 Q2	$386K	Buy
2020 Q1	–	Sell
2019 Q4	$90K	Buy