Guardian Financial 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	$778K	Buy	3,981 +16	+0.4%	+$3.13K	0.35%	40
2025 Q1	$756K	Buy	+3,965	New	+$756K	0.36%	40