Waterway Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Waterway Wealth Management’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	$4.88M	Buy
2025 Q1	$3.04M	Buy
2024 Q4	$517K	Buy
2024 Q3	$357K	Buy
2024 Q2	$328K	Sell
2024 Q1	$490K	Buy