GEN Financial Management’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	$448K	Hold	2,294	–	–	0.37%	32
2025 Q1	$437K	Sell	2,294 -10	-0.4%	-$1.91K	0.3%	30
2024 Q4	$440K	Buy	+2,304	New	+$440K	0.29%	37