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Sargent Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Sargent Investment Group’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 		$295K Hold
1,501
– – 0.04% 193
2025
Q1 		$286K Hold
1,501
– – 0.05% 196
2024
Q4 		$284K Buy
+1,501
New +$284K 0.05% 193