Gallagher Capital Advisors’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	$945K	Buy	4,731 +1	+0%	+$200	0.76%	32
2025 Q1	$901K	Buy	4,730 +1	+0%	+$191	0.69%	33
2024 Q4	$903K	Buy	+4,729	New	+$903K	0.66%	32