Mitchell McLeod Pugh & Williams’s iShares S&P 500 Value ETF IVE Stock Holding History

Mitchell McLeod Pugh & Williams’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$350K	Hold
2025 Q2	$325K	Hold
2025 Q1	$317K	Sell
2024 Q4	$319K	Hold
2024 Q3	$329K	Sell
2024 Q2	$404K	Buy
2024 Q1	$323K	Sell
2023 Q4	$303K	Sell
2023 Q3	$288K	Hold
2023 Q2	$302K	Buy