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

Yukon Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.86M Buy
9,523
+773
+9% +$151K 0.67% 36
2025
Q1 		$1.67M Buy
+8,750
New +$1.67M 0.69% 36