River Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,559
Closed -$307K 214
2024
Q3
$307K Buy
+1,559
New +$307K 0.04% 176