Dogwood 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	–	Sell	-127	Closed	-$24.2K	–	719
2025 Q1	$24.2K	Sell	127 -110	-46%	-$21K	0.01%	143
2024 Q4	$45.2K	Buy	+237	New	+$45.2K	0.02%	123