Certus Wealth Management’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	-21,143	Closed	-$4.02M	–	57
2025 Q1	$4.02M	Buy	21,143 +7,416	+54%	+$1.41M	2.73%	12
2024 Q4	$2.68M	Buy	13,727 +131	+1%	+$25.6K	1.79%	13
2024 Q3	$2.68M	Buy	+13,596	New	+$2.68M	1.87%	13