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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Hold
2025
Q2
$206K Hold
2025
Q1
$201K Sell
2024
Q4
$228K Sell
2024
Q3
$263K Hold
2024
Q2
$243K Buy
2024
Q1
$223K Buy