Financial Life Planners’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	-649	Closed	-$124K	–	69
2025 Q1	$124K	Buy	649 +2	+0.3%	+$381	0.12%	69
2024 Q4	$123K	Buy	+647	New	+$123K	0.1%	65