Fischer Financial Services’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	-1,375	Closed	-$262K	–	62
2025 Q1	$262K	Hold	1,375	–	–	0.08%	61
2024 Q4	$262K	Buy	+1,375	New	+$262K	0.08%	62