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Prasad Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
2,653
+11
+0.4% +$2.15K 0.15% 68
2025
Q1
$504K Buy
2,642
+10
+0.4% +$1.91K 0.16% 66
2024
Q4
$502K Buy
+2,632
New +$502K 0.16% 62