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

Opal 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 Q2	$999K	Buy
2025 Q1	$781K	Sell
2024 Q4	$6.88M	Buy
2024 Q3	$6.74M	Sell
2024 Q2	$7.23M	Sell
2024 Q1	$7.7M	Sell
2023 Q4	$7.24M	Buy
2023 Q1	–	Sell
2022 Q4	$1.24M	Buy
2022 Q3	$536K	Buy