Elevated Capital Advisors’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	$370K	Hold	1,943	–	–	0.1%	211
2025 Q1	$370K	Sell	1,943 -194	-9%	-$37K	0.1%	211
2024 Q4	$408K	Sell	2,137 -302	-12%	-$57.6K	0.11%	208
2024 Q3	$481K	Buy	+2,439	New	+$481K	0.13%	204