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

Parkworth Wealth Management’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 		$14.5K Hold
74
– – 0.01% 137
2025
Q1 		$14.1K Hold
74
– – 0.01% 125
2024
Q4 		$14.1K Buy
+74
New +$14.1K 0.01% 125