Cardinal Strategic Wealth Guidance’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
2024 Q4	–	Sell	-66	Closed	-$13K	–	85
2024 Q3	$13K	Hold	66	–	–	﹤0.01%	59
2024 Q2	$12K	Sell	66 -354	-84%	-$64.4K	﹤0.01%	71
2024 Q1	$78.5K	Buy	+420	New	+$78.5K	0.03%	52