JFG Wealth Management’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
2023 Q1	–	Sell	-3,160	Closed	-$458K	–	36
2022 Q4	$458K	Hold	3,160	–	–	0.15%	19
2022 Q3	$406K	Hold	3,160	–	–	0.14%	30
2022 Q2	$434K	Sell	3,160 -5	-0.2%	-$687	0.16%	19
2022 Q1	$493K	Buy	+3,165	New	+$493K	0.15%	18