Van Hulzen Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-631
Closed -$120K 693
2024
Q4
$120K Buy
+631
New +$120K 0.01% 371