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Salus Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Salus Financial Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$384K Hold
1,965
– – 0.26% 23
2025
Q1 		$374K Sell
1,965
-225
-10% -$42.9K 0.28% 24
2024
Q4 		$418K Buy
+2,190
New +$418K 0.33% 23