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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,125
Closed -$616K 162
2024
Q3
$616K Buy
+3,125
New +$616K 0.26% 73