Provenance Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Provenance Wealth Advisors’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 Q2	$927K	Sell
2025 Q1	$908K	Sell
2024 Q4	$912K	Sell
2024 Q3	$942K	Sell
2024 Q2	$871K	Sell
2024 Q1	$904K	Sell
2023 Q4	$842K	Sell
2023 Q3	$745K	Buy