Clearview Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.93M	Buy	13,829 +3,805	+38%	+$797K	1.86%	13
2025 Q3	$2.07M	Buy	10,024 +656	+7%	+$132K	1.33%	19
2025 Q2	$1.83M	Buy	9,368 +501	+6%	+$93.3K	1.28%	20
2025 Q1	$1.69M	Buy	8,867 +1,742	+24%	+$337K	1.26%	19
2024 Q4	$1.36M	Buy	7,125 +159	+2%	+$31.5K	1.03%	26
2024 Q3	$1.37M	Buy	6,966 +597	+9%	+$113K	1.06%	23
2024 Q2	$1.16M	Sell	6,369 -2,779	-30%	-$506K	1.01%	24
2024 Q1	$1.71M	Buy	+9,148	New	+$1.63M	1.74%	15
2023 Q3	–	Sell	-509	Closed	-$82K	–	371
2023 Q2	$82K	Hold	509	–	–	0.08%	158
2023 Q1	$77.2K	Hold	509	–	–	0.08%	164
2022 Q4	$73.8K	Hold	509	–	–	0.06%	141
2022 Q3	$65K	Hold	509	–	–	0.05%	150
2022 Q2	$70K	Hold	509	–	–	0.05%	153
2022 Q1	$79K	Hold	509	–	–	0.05%	163
2021 Q4	$80K	Hold	509	–	–	0.05%	184
2021 Q3	$74K	Hold	509	–	–	0.05%	196
2021 Q2	$75K	Hold	509	–	–	0.05%	202
2021 Q1	$72K	Sell	509 -77	-13%	-$10.4K	0.05%	198
2020 Q4	$75K	Buy	+586	New	+$70.9K	0.05%	163