Discipline Wealth Solutions’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	$1.41M	Buy	7,232 +3,728	+106%	+$729K	0.54%	32
2025 Q1	$668K	Sell	3,504 -678	-16%	-$129K	0.32%	38
2024 Q4	$798K	Sell	4,182 -351	-8%	-$67K	0.37%	37
2024 Q3	$894K	Buy	4,533 +2,192	+94%	+$432K	0.47%	29
2024 Q2	$426K	Buy	+2,341	New	+$426K	0.34%	20