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

MN Wealth Advisors’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 		$797K Buy
4,076
+2,456
+152% +$480K 0.46% 49
2025
Q1 		$309K Buy
+1,620
New +$309K 0.18% 86