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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.1M Buy
15,864
+2,425
+18% +$474K 2.26% 13
2025
Q1 		$2.56M Buy
13,439
+8,583
+177% +$1.64M 2.07% 13
2024
Q4 		$914K Buy
+4,856
New +$914K 0.77% 24