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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$555K Hold
2025
Q2
$525K Hold
2025
Q1
$512K Hold
2024
Q4
$513K Hold
2024
Q3
$530K Hold
2024
Q2
$489K Hold
2024
Q1
$502K Hold
2023
Q4
$468K Buy