SWM
IVE icon

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$262K Hold
1,341
– – 0.2% 53
2025
Q1 		$256K Hold
1,341
– – 0.19% 55
2024
Q4 		$256K Hold
1,341
– – 0.19% 55
2024
Q3 		$268K Hold
1,341
– – 0.21% 54
2024
Q2 		$252K Buy
+1,341
New +$252K 0.25% 45