Lifelong Wealth Advisors’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	$4.45M	Buy	22,784 +2,102	+10%	+$411K	1.48%	13
2025 Q1	$3.94M	Buy	20,682 +6,050	+41%	+$1.15M	1.85%	9
2024 Q4	$2.79M	Buy	+14,632	New	+$2.79M	1.26%	14