Strategic Investment Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Investment Solutions’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$90.9K	Hold
2024 Q4	$91K	Hold
2024 Q3	$94K	Hold
2024 Q2	$91K	Buy
2023 Q4	$82.9K	Sell
2023 Q3	$4.86M	Buy
2023 Q2	$72.9K	Hold
2023 Q1	$72.4K	Buy