Center for Financial Planning’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
2021 Q4	–	Sell	-50	Closed	-$7K	–	547
2021 Q3	$7K	Buy	+50	New	+$7K	﹤0.01%	395
2020 Q2	–	Sell	-370	Closed	-$36K	–	515
2020 Q1	$36K	Sell	370 -781	-68%	-$76K	0.01%	201
2019 Q4	$150K	Buy	+1,151	New	+$150K	0.04%	114