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

Octavia 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	$287K	Buy
2025 Q2	$270K	Buy
2025 Q1	$200K	Buy
2023 Q4	–	Sell
2023 Q3	$273K	Buy