OWA
IVE icon

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

Oak 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 		– Sell
-1,063
Closed -$203K – 58
2025
Q1 		$203K Hold
1,063
– – 0.15% 52
2024
Q4 		$203K Buy
+1,063
New +$203K 0.16% 59