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Madison Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Madison Wealth Partners’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 		$210K Sell
1,072
-26
-2% -$5.08K 0.05% 160
2025
Q1 		$209K Buy
+1,098
New +$209K 0.05% 150