Balance Wealth’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	–	Sell	-3,768	Closed	-$718K	–	111
2025 Q1	$718K	Buy	+3,768	New	+$718K	0.47%	50