Coordinated Financial Services’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	$464K	Buy	2,375 +15	+0.6%	+$2.93K	0.32%	87
2025 Q1	$450K	Buy	2,360 +227	+11%	+$43.3K	0.34%	85
2024 Q4	$407K	Buy	+2,133	New	+$407K	0.32%	87
2024 Q2	$319K	Buy	1,755 +6	+0.3%	+$1.09K	0.27%	93
2024 Q1	$327K	Buy	+1,749	New	+$327K	0.29%	85