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

SWP Financial’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 Q2	$2.45M	Sell
2025 Q1	$2.44M	Buy
2024 Q4	$2.44M	Buy
2024 Q3	$2.51M	Hold
2024 Q2	$2.32M	Buy
2024 Q1	$2.34M	Buy
2023 Q4	$2.11M	Buy