Hobbs Wealth 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	$6.83M	Buy	34,960 +4,957	+17%	+$969K	6.52%	6
2025 Q1	$5.72M	Buy	30,003 +8,069	+37%	+$1.54M	6.34%	5
2024 Q4	$4.19M	Buy	+21,934	New	+$4.19M	4.78%	7