AFS Financial Group’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
2023 Q4	–	Sell	-2,167	Closed	-$333K	–	82
2023 Q3	$333K	Hold	2,167	–	–	0.23%	66
2023 Q2	$349K	Buy	+2,167	New	+$349K	0.23%	68