Ironwood Wealth Management (Arizona)’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	–	Sell	-196	Closed	-$37.4K	–	43
2025 Q1	$37.4K	Sell	196 -25	-11%	-$4.77K	0.01%	37
2024 Q4	$42.2K	Hold	221	–	–	0.01%	37
2024 Q3	$43.6K	Hold	221	–	–	0.01%	39
2024 Q2	$40.2K	Sell	221 -193	-47%	-$35.1K	0.01%	38
2024 Q1	$77.3K	Buy	414 +193	+87%	+$36.1K	0.03%	38
2023 Q4	$38.4K	Sell	221 -22	-9%	-$3.83K	0.01%	40
2023 Q3	$37.4K	Hold	243	–	–	0.02%	40
2023 Q2	$39.2K	Hold	243	–	–	0.01%	37
2023 Q1	$36.9K	Hold	243	–	–	0.01%	37
2022 Q4	$35.3K	Hold	243	–	–	0.01%	38
2022 Q3	$33K	Hold	243	–	–	0.01%	44
2022 Q2	$33K	Hold	243	–	–	0.01%	44
2022 Q1	$38K	Hold	243	–	–	0.02%	43
2021 Q4	$38K	Hold	243	–	–	0.02%	39
2021 Q3	$35K	Hold	243	–	–	0.02%	40
2021 Q2	$36K	Hold	243	–	–	0.02%	40
2021 Q1	$34K	Hold	243	–	–	0.02%	37
2020 Q4	$31K	Hold	243	–	–	0.02%	38
2020 Q3	$26K	Hold	243	–	–	0.02%	32
2020 Q2	$26K	Hold	243	–	–	0.02%	32
2020 Q1	$23K	Hold	243	–	–	0.02%	38
2019 Q4	$32K	Hold	243	–	–	0.02%	44
2019 Q3	$29K	Hold	243	–	–	0.02%	46
2019 Q2	$28K	Sell	243 -2	-0.8%	-$230	0.02%	47
2019 Q1	$28K	Hold	245	–	–	0.02%	46
2018 Q4	$25K	Hold	245	–	–	0.02%	44
2018 Q3	$28K	Hold	245	–	–	0.02%	42
2018 Q2	$27K	Buy	+245	New	+$27K	0.03%	41
2017 Q3	$26K	Buy	+245	New	+$26K	0.02%	47