Accretive Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy	+1,068	New	+$209K	0.07%	143
2024 Q4	–	Sell	-1,068	Closed	-$211K	–	129
2024 Q3	$211K	Buy	+1,068	New	+$211K	0.09%	130