Hopwood Financial Services’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	$1.75M	Hold	8,943	–	–	1.37%	15
2025 Q1	$1.7M	Hold	8,943	–	–	1.32%	18
2024 Q4	$1.71M	Buy	+8,943	New	+$1.71M	1.29%	18