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

Pines Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.75M Buy
18,852
+258
+1% +$51.3K 1.32% 15
2025
Q1 		$3.13M Buy
18,594
+576
+3% +$97K 1.45% 15
2024
Q4 		$3.39M Buy
+18,018
New +$3.39M 1.48% 15