VestGen Advisors’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
Q2
$16.8M Buy
85,588
+10,055
+13% +$1.97M 0.67% 33
2025
Q1
$14.4M Buy
+75,533
New +$14.4M 0.65% 32