Lakewood Asset 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	-150	Closed	-$22K	–	200
2022 Q4	$22K	Buy	+150	New	+$22K	0.02%	227