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

Private Wealth Management Group’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.41M	Hold
2025 Q2	$1.34M	Hold
2025 Q1	$1.3M	Sell
2024 Q4	$1.38M	Sell
2024 Q3	$1.43M	Hold
2024 Q2	$1.32M	Hold
2024 Q1	$1.35M	Sell
2023 Q4	$1.33M	Buy