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

Transamerica Financial Advisors’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	$830K	Buy
2019 Q3	–	Sell
2019 Q2	$17K	Buy
2019 Q1	–	Sell
2018 Q4	$2K	Buy
2016 Q2	–	Sell
2016 Q1	$411K	Buy