Congress 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	$1.22M	Buy	6,222 +680	+12%	+$133K	0.01%	661
2025 Q1	$1.06M	Buy	+5,542	New	+$1.06M	0.01%	622
2022 Q1	–	Sell	-5,289	Closed	-$828K	–	619
2021 Q4	$828K	Buy	+5,289	New	+$828K	0.02%	393