Caliber Wealth Management (Kansas)’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	$5.84M	Buy	29,872 +3,069	+11%	+$600K	0.63%	34
2025 Q1	$5.11M	Buy	+26,803	New	+$5.11M	0.7%	29