Wealth Preservation Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealth Preservation Advisors’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 Q3	$139K	Hold
2025 Q2	$131K	Hold
2025 Q1	$128K	Buy