SWMG LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

SWMG LLC’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	$16M	Buy
2025 Q2	$13.1M	Buy
2025 Q1	$7.78M	Buy
2024 Q4	$5.85M	Buy
2024 Q3	$5.48M	Buy
2024 Q2	$4.85M	Buy
2024 Q1	$4.78M	Buy