Founders Grove 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	$5.15M	Sell	26,331 -1,867	-7%	-$365K	1.29%	24
2025 Q1	$5.37M	Buy	28,198 +2,236	+9%	+$426K	1.5%	22
2024 Q4	$4.96M	Buy	+25,962	New	+$4.96M	1.44%	24