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

Wingate Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$2.88K – 257
2024
Q4 		$2.88K Buy
+15
New +$2.88K ﹤0.01% 413