Apexium Financial’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 Q1	–	Sell	-5,373	Closed	-$934K	–	259
2023 Q4	$934K	Buy	+5,373	New	+$934K	0.07%	119
2020 Q1	–	Sell	-3,320	Closed	-$432K	–	70
2019 Q4	$432K	Buy	+3,320	New	+$432K	0.56%	36