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

Processus Wealth & Capital Management’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Sell
2025 Q4	$392K	Sell
2025 Q3	$447K	Sell
2025 Q2	$874K	Sell
2025 Q1	$854K	Buy
2024 Q4	$791K	Buy
2024 Q3	$761K	Buy
2024 Q2	$678K	Buy
2024 Q1	$681K	Sell
2023 Q4	$667K	Buy