Nova Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16K Sell
82
-12
-13% -$2.35K 0.01% 323
2025
Q1
$17.9K Buy
94
+55
+141% +$10.5K 0.02% 296
2024
Q4
$7.44K Buy
+39
New +$7.44K 0.01% 277