Sharkey, Howes & Javer’s iShares S&P 500 Value ETF IVE Stock Holding History

Sharkey, Howes & Javer’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	$29.5M	Buy
2025 Q2	$26.3M	Buy
2025 Q1	$23.6M	Buy
2024 Q4	$14.6M	Buy
2024 Q3	$14.8M	Buy
2024 Q2	$13.5M	Buy
2024 Q1	$13.2M	Buy