Wiser Advisor Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Wiser Advisor Group’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	–	Sell
2025 Q1	$191K	Buy
2024 Q4	$190K	Buy
2024 Q3	$196K	Buy
2024 Q2	$180K	Buy
2024 Q1	$148K	Buy
2023 Q4	$3.7K	Buy