Ferguson Wellman Capital 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	$312K	Sell	1,599 -26	-2%	-$5.08K	0.01%	288
2025 Q1	$310K	Buy	+1,625	New	+$310K	0.01%	297