Allium Financial Advisors’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	$369K	Sell	1,887 -10	-0.5%	-$1.95K	0.27%	52
2025 Q1	$362K	Buy	+1,897	New	+$362K	0.33%	48