Lugano Financial Advisors SA (LFA)’s iShares S&P 500 Value ETF IVE Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q2	$274K	Hold
2025 Q1	$267K	Hold
2024 Q4	$267K	Hold
2024 Q3	$276K	Hold
2024 Q2	$255K	Hold
2024 Q1	$262K	Buy
2023 Q4	–	Sell
2023 Q3	$215K	Hold
2023 Q2	$226K	Buy
2022 Q3	–	Sell
2022 Q2	$13K	Buy