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Siligmueller & Norvid Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.67M Buy
23,757
+617
+3% +$121K 1.81% 17
2025
Q1 		$4.41M Buy
23,140
+1,408
+6% +$268K 1.87% 18
2024
Q4 		$4.15M Buy
+21,732
New +$4.15M 1.77% 18