Moody Lynn & Lieberson’s iShares S&P 500 Value ETF IVE Stock Holding History

Moody Lynn & Lieberson’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 Q3	$436K	Hold
2025 Q2	$413K	Sell
2025 Q1	$412K	Hold
2024 Q4	$412K	Buy
2024 Q3	$288K	Hold
2024 Q2	$266K	Hold
2024 Q1	$273K	Sell
2023 Q4	$284K	Hold
2023 Q3	$252K	Hold
2023 Q2	$264K	Buy