Safeguard Financial’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
2023
Q3
Sell
-144
Closed -$23K 309
2023
Q2
$23K Buy
+144
New +$23K 0.01% 248