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

Lockerman Financial Group’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 		$306K Buy
1,568
+386
+33% +$75.4K 0.41% 84
2025
Q1 		$225K Buy
+1,182
New +$225K 0.34% 104