Spectrum Wealth Counsel’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$15.3M Buy
2024
Q4
$12.6M Sell
2024
Q3
$13.4M Buy
2024
Q2
$12M Buy
2024
Q1
$1.8M Hold
2023
Q4
$1.68M Buy