RCS Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

RCS Financial Planning’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	$2.79M	Buy
2025 Q1	$2.07M	Buy
2024 Q4	$1.45M	Sell
2024 Q3	$1.54M	Buy
2024 Q2	$1.4M	Sell
2024 Q1	$1.49M	Buy