Sagace Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Sagace Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$277K	Hold
2025 Q2	$262K	Hold
2025 Q1	$256K	Hold
2024 Q4	$256K	Hold
2024 Q3	$268K	Hold
2024 Q2	$252K	Buy