Financial Gravity Companies’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	$23.5K	Buy	+120	New	+$23.5K	﹤0.01%	425
2024 Q4	$4.01K	Hold	21	–	–	﹤0.01%	694
2024 Q3	$4.14K	Buy	+21	New	+$4.14K	﹤0.01%	440
2018 Q1	–	Sell	-109	Closed	-$13K	–	1525
2017 Q4	$13K	Buy	+109	New	+$13K	0.01%	539