Copley Financial Group’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 Q1	–	Sell	-185	Closed	-$35.3K	–	107
2024 Q4	$35.3K	Hold	185	–	–	0.03%	98
2024 Q3	$36.5K	Buy	+185	New	+$36.5K	0.03%	113