Sovereign Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Sovereign Financial Group’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	$2.08M	Buy
2025 Q2	$1.58M	Sell
2025 Q1	$1.54M	Buy
2024 Q4	$1.16M	Sell
2024 Q3	$1.23M	Sell
2024 Q2	$1.15M	Buy
2024 Q1	$855K	Buy