Atlanta Consulting Group 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	$619K	Hold	3,167	–	–	0.17%	65
2025 Q1	$604K	Hold	3,167	–	–	0.18%	66
2024 Q4	$605K	Hold	3,167	–	–	0.22%	66
2024 Q3	$624K	Hold	3,167	–	–	0.16%	115
2024 Q2	$576K	Hold	3,167	–	–	0.12%	62
2024 Q1	$592K	Buy	+3,167	New	+$592K	0.2%	65