Helium 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	$976K	Buy	4,993 +9	+0.2%	+$1.76K	0.62%	30
2025 Q1	$950K	Sell	4,984 -24	-0.5%	-$4.57K	0.69%	28
2024 Q4	$956K	Buy	+5,008	New	+$956K	0.76%	30