Richard W. Paul & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell
2024 Q4	$3.25K	Hold
2024 Q3	$3.35K	Hold
2024 Q2	$3.09K	Hold
2024 Q1	$3.18K	Hold
2023 Q4	$2.96K	Hold
2023 Q3	$2.62K	Hold
2023 Q2	$2.74K	Hold
2023 Q1	$2.58K	Hold
2022 Q4	$2.47K	Buy