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

SYM Financial Corp’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	$262K	Hold
2025 Q1	$255K	Hold
2024 Q4	$256K	Hold
2024 Q3	$264K	Sell
2024 Q2	$254K	Buy
2023 Q4	–	Sell
2023 Q3	$6K	Buy
2021 Q1	–	Sell
2020 Q4	$3K	Hold
2020 Q3	$3K	Buy