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

True Link Financial Advisors’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	$416K	Sell
2025 Q1	$587K	Buy
2022 Q1	–	Sell
2021 Q4	$55K	Hold
2021 Q3	$51K	Hold
2021 Q2	$52K	Hold
2021 Q1	$49K	Hold
2020 Q4	$45K	Buy