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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$937K Sell
4,917
-750
-13% -$143K 0.71% 36
2024
Q4
$1.11M Buy
+5,667
New +$1.11M 0.83% 32
2024
Q2
$853K Buy
+4,325
New +$853K 0.57% 35