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

Shakespeare Wealth Management’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 		$394K Hold
2,018
– – 0.11% 70
2025
Q1 		$385K Hold
2,018
– – 0.1% 73
2024
Q4 		$385K Hold
2,018
– – 0.1% 70
2024
Q3 		$398K Buy
+2,018
New +$398K 0.1% 70