Legacy Capital Wealth Partners’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	-2,068	Closed	-$300K	–	255
2022 Q4	$300K	Buy	+2,068	New	+$300K	0.14%	50