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

McHugh 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 		$294K Hold
1,502
– – 0.2% 53
2025
Q1 		$286K Hold
1,502
– – 0.22% 48
2024
Q4 		$287K Buy
+1,502
New +$287K 0.21% 48