Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.6M Sell
88,468
-582
-0.7% -$116K 0.03% 461
2025
Q1 		$17M Buy
89,050
+3,502
+4% +$667K 0.03% 445
2024
Q4 		$16.3M Buy
85,548
+1,196
+1% +$228K 0.03% 421
2024
Q3 		$16.6M Sell
84,352
-300
-0.4% -$59.2K 0.04% 385
2024
Q2 		$15.4M Buy
84,652
+4,695
+6% +$855K 0.04% 386
2024
Q1 		$14.9M Buy
79,957
+192
+0.2% +$35.9K 0.04% 379
2023
Q4 		$13.9M Sell
79,765
-3,326
-4% -$578K 0.04% 367
2023
Q3 		$12.8M Buy
83,091
+75,094
+939% +$11.6M 0.04% 359
2023
Q2 		$1.29M Sell
7,997
-1,147
-13% -$185K 0.01% 242
2023
Q1 		$1.39M Buy
9,144
+6,246
+216% +$948K 0.02% 269
2022
Q4 		$443K Sell
2,898
-307
-10% -$47K 0.01% 279
2022
Q3 		$421K Buy
3,205
+258
+9% +$33.9K 0.01% 284
2022
Q2 		$410K Sell
2,947
-943
-24% -$131K 0.01% 290
2022
Q1 		$608K Sell
3,890
-62
-2% -$9.69K 0.01% 262
2021
Q4 		$608K Sell
3,952
-21
-0.5% -$3.23K 0.01% 244
2021
Q3 		$610K Buy
3,973
+899
+29% +$138K 0.01% 240
2021
Q2 		$455K Buy
3,074
+1,142
+59% +$169K 0.01% 240
2021
Q1 		$277K Hold
1,932
– – 0.01% 245
2020
Q4 		$253K Buy
1,932
+24
+1% +$3.14K 0.01% 207
2020
Q3 		$225K Hold
1,908
– – 0.01% 202
2020
Q2 		$216K Sell
1,908
-3,853
-67% -$436K 0.01% 204
2020
Q1 		$614K Sell
5,761
-18,245
-76% -$1.94M 0.02% 179
2019
Q4 		$3.12M Buy
24,006
+6,892
+40% +$897K 0.11% 84
2019
Q3 		$2.03M Buy
17,114
+9,561
+127% +$1.14M 0.08% 100
2019
Q2 		$904K Buy
+7,553
New +$904K 0.04% 168