Aveo Capital 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
2025 Q1	–	Sell	-2,052	Closed	-$392K	–	256
2024 Q4	$392K	Buy	2,052 +75	+4%	+$14.3K	0.04%	244
2024 Q3	$390K	Buy	1,977 +82	+4%	+$16.2K	0.04%	236
2024 Q2	$345K	Buy	1,895 +58	+3%	+$10.6K	0.04%	242
2024 Q1	$331K	Buy	+1,837	New	+$331K	0.04%	275