Marshall & Sterling Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Marshall & Sterling Wealth Advisors’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	–	Sell
2025 Q1	$8.08K	Sell
2024 Q4	$8.06K	Buy