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

Moss Adams Wealth Advisors’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	$934K	Hold
2025 Q2	$884K	Sell
2025 Q1	$863K	Buy
2024 Q4	$864K	Hold
2024 Q3	$892K	Buy