Nalls Sherbakoff Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Nalls Sherbakoff Group’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 Q4	$285K	Buy
2025 Q3	$277K	Buy
2025 Q2	$261K	Buy
2025 Q1	$255K	Buy
2023 Q4	$200K	Buy
2023 Q3	$177K	Hold
2023 Q2	$174K	Hold
2023 Q1	$172K	Buy
2018 Q4	$149K	Buy