Innovative Wealth Building’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$939K	Sell	8,294 -861	-9%	-$97.5K	0.78%	23
2025 Q1	$976K	Sell	9,155 -345	-4%	-$36.8K	0.9%	22
2024 Q4	$1M	Buy	+9,500	New	+$1M	0.91%	23