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

TCWP’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
2024 Q3	–	Sell
2024 Q2	$278K	Sell
2024 Q1	$298K	Buy
2022 Q2	–	Sell
2022 Q1	$270K	Sell
2021 Q4	$6.82M	Buy