Innovative Wealth Building’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
4,095
-5,474
-57% -$287K 0.18% 50
2025
Q1
$489K Sell
9,569
-3,324
-26% -$170K 0.45% 35
2024
Q4
$659K Buy
+12,893
New +$659K 0.6% 30