Zimmermann Investment Management & Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$2.31M	Sell
2024 Q2	$2.21M	Sell
2024 Q1	$2.52M	Buy
2023 Q4	$1.05M	Buy