Fortress Financial Group’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	$713K	Hold	3,646	–	–	0.6%	31
2025 Q1	$695K	Hold	3,646	–	–	0.69%	27
2024 Q4	$696K	Buy	+3,646	New	+$696K	0.69%	28