Retirement Wealth Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Retirement Wealth Solutions’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	$3.86M	Buy
2025 Q2	$3.1M	Buy
2025 Q1	$2.56M	Buy
2024 Q4	$914K	Buy