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

Persium Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$220K Hold
1,126
– – 0.18% 59
2025
Q1 		$215K Hold
1,126
– – 0.2% 54
2024
Q4 		$215K Buy
+1,126
New +$215K 0.21% 55