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

Quotient Wealth Partners’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	$4.76M	Buy
2025 Q2	$4.5M	Buy
2025 Q1	$4.38M	Sell
2024 Q4	$4.42M	Sell
2024 Q3	$4.85M	Buy
2024 Q2	$4.28M	Sell
2024 Q1	$4.79M	Sell
2023 Q4	$4.75M	Buy