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Worth Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Worth Asset Management’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-599
Closed -$86.9K – 507
2022
Q4 		$86.9K Hold
599
– – 0.06% 132
2022
Q3 		$77K Hold
599
– – 0.06% 113
2022
Q2 		$82K Hold
599
– – 0.06% 149
2022
Q1 		$86K Buy
+599
New +$86K 0.06% 144