Alpha Financial 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
2024 Q4	–	Sell	-37,453	Closed	-$7.38M	–	119
2024 Q3	$7.38M	Buy	+37,453	New	+$7.38M	5.27%	3