Iron Horse Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$3.81K	–	620
2025 Q1	$3.81K	Hold	20	–	–	﹤0.01%	398
2024 Q4	$3.82K	Hold	20	–	–	﹤0.01%	330
2024 Q3	$3.94K	Hold	20	–	–	﹤0.01%	323
2024 Q2	$3.64K	Hold	20	–	–	﹤0.01%	303
2024 Q1	$3.74K	Sell	20 -3	-13%	-$533	﹤0.01%	283
2023 Q4	$4.01K	Buy	23 +3	+15%	+$482	﹤0.01%	288
2023 Q3	$3.08K	Hold	20	–	–	﹤0.01%	310
2023 Q2	$3.22K	Hold	20	–	–	﹤0.01%	202
2023 Q1	$3.04K	Hold	20	–	–	﹤0.01%	229
2022 Q4	$3K	Hold	20	–	–	﹤0.01%	178
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	109
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	174
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	183
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	163
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	146
2021 Q2	$3K	Buy	+20	New	+$2.95K	﹤0.01%	150