Forefront Wealth Partners’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	$2.23M	Buy	11,598 +3,182	+38%	+$611K	1.53%	19
2025 Q1	$1.6M	Sell	8,416 -549	-6%	-$105K	1.09%	24
2024 Q4	$1.71M	Buy	+8,965	New	+$1.71M	1.28%	22