Financial Planners of Cleveland’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
2022 Q2	–	Sell	-1,340	Closed	-$209K	–	20
2022 Q1	$209K	Sell	1,340 -1,231	-48%	-$192K	0.09%	52
2021 Q4	$408K	Buy	+2,571	New	+$408K	0.17%	46