Mason & Associates (Virginia)’s iShares S&P 500 Value ETF IVE Stock Holding History

Mason & Associates (Virginia)’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	$1.4M	Sell
2025 Q1	$1.41M	Sell
2024 Q4	$1.47M	Sell
2024 Q3	$1.53M	Sell
2024 Q2	$1.43M	Buy