RMR Wealth Builders’s iShares S&P 500 Value ETF IVE Stock Holding History

RMR Wealth Builders’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$278K	Buy
2021 Q2	–	Sell
2021 Q1	$55K	Buy
2020 Q4	$50K	Buy
2020 Q3	–	Sell
2020 Q2	$41K	Buy
2019 Q4	$31K	Buy