Atlas Capital 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
2023 Q3	–	Sell	-1,186	Closed	-$191K	–	897
2023 Q2	$191K	Hold	1,186	–	–	0.03%	372
2023 Q1	$180K	Buy	+1,186	New	+$180K	0.03%	376