Semus Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Semus Wealth Partners’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	$1.14M	Buy
2025 Q2	$903K	Buy
2025 Q1	$734K	Buy
2024 Q4	$514K	Buy
2024 Q3	$464K	Buy
2024 Q2	$333K	Buy
2024 Q1	$309K	Buy