Strategic Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Wealth Partners’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 Q3	$859K	Buy
2025 Q2	$66.2K	Buy
2019 Q3	–	Sell
2019 Q2	$9K	Sell
2019 Q1	$55K	Hold
2018 Q4	$50K	Buy
2018 Q3	$20K	Hold
2018 Q2	$19K	Hold
2018 Q1	$19K	Hold
2017 Q4	$20K	Buy