VisionPoint Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

VisionPoint Advisory Group’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
2026 Q1	$603K	Buy
2024 Q3	–	Sell
2024 Q2	$8.92K	Sell
2024 Q1	$38.3K	Hold
2023 Q4	$35.6K	Buy
2023 Q3	–	Sell
2023 Q2	$152K	Buy