Zullo Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Zullo Investment Group’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	$202K	Buy
2023 Q1	–	Sell
2022 Q4	$149K	Buy
2022 Q3	$129K	Sell
2022 Q2	$139K	Hold
2022 Q1	$157K	Hold
2021 Q4	$158K	Buy