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

Wealth Management Solutions’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
2023 Q3	$207K	Hold
2023 Q2	$217K	Sell
2023 Q1	$237K	Buy
2022 Q4	$226K	Sell
2022 Q3	$225K	Sell
2022 Q2	$267K	Sell
2022 Q1	$322K	Sell
2021 Q4	$344K	Buy