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Richards, Merrill & Peterson’s iShares S&P 500 Value ETF IVE Stock Holding History

Richards, Merrill & Peterson’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$218K Hold
1,113
– – 0.1% 151
2025
Q1 		$212K Hold
1,113
– – 0.11% 145
2024
Q4 		$212K Buy
+1,113
New +$212K 0.11% 137