LifeSteps Financial’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
2024 Q2	–	Sell	-673	Closed	-$126K	–	235
2024 Q1	$126K	Buy	+673	New	+$126K	0.09%	100