Insigneo Advisory 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	$606K	Sell	3,103 -344	-10%	-$67.2K	0.05%	292
2025 Q1	$657K	Buy	3,447 +741	+27%	+$141K	0.07%	237
2024 Q4	$517K	Buy	+2,706	New	+$517K	0.05%	289