Luts & Greenleigh Group’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 Q1	–	Sell	-1,151	Closed	-$220K	–	77
2024 Q4	$220K	Buy	+1,151	New	+$220K	0.22%	77