Lowery Thomas LLC’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
2022 Q4	–	Sell	-5,518	Closed	-$710K	–	40
2022 Q3	$710K	Sell	5,518 -344	-6%	-$44.3K	0.83%	31
2022 Q2	$806K	Buy	5,862 +4,553	+348%	+$626K	0.77%	29
2022 Q1	$204K	Buy	+1,309	New	+$204K	0.16%	50