Accurate Wealth Management’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 Q1	–	Sell	-1,127	Closed	-$212K	–	388
2024 Q4	$212K	Sell	1,127 -139	-11%	-$26.2K	0.04%	358
2024 Q3	$252K	Buy	+1,266	New	+$252K	0.05%	312
2023 Q1	–	Sell	-203	Closed	-$30.5K	–	824
2022 Q4	$30.5K	Buy	+203	New	+$30.5K	0.01%	562