Family 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	$134K	Buy	685 +155	+29%	+$30.3K	0.02%	185
2025 Q1	$101K	Hold	530	–	–	0.02%	172
2024 Q4	$101K	Buy	+530	New	+$101K	0.02%	161