Leslie Global Wealth’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	$4.83M	Buy	24,720 +12,517	+103%	+$2.45M	2.58%	10
2025 Q1	$2.33M	Sell	12,203 -238	-2%	-$45.4K	1.13%	21
2024 Q4	$2.37M	Sell	12,441 -15,378	-55%	-$2.94M	1.1%	20
2024 Q3	$5.49M	Buy	27,819 +14,374	+107%	+$2.83M	2.67%	13
2024 Q2	$2.45M	Buy	+13,445	New	+$2.45M	1.43%	18