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Prosperity Consulting Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Prosperity Consulting Group’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$338K Buy
1,730
+105
+6% +$20.5K 0.02% 356
2025
Q1 		$310K Sell
1,625
-9
-0.6% -$1.72K 0.02% 364
2024
Q4 		$312K Buy
1,634
+399
+32% +$76.2K 0.02% 372
2024
Q3 		$244K Buy
+1,235
New +$244K 0.02% 407