Madrona Financial Services’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	-35,158	Closed	-$6.71M	–	112
2024 Q4	$6.71M	Buy	35,158 +4,103	+13%	+$783K	1.83%	12
2024 Q3	$6.12M	Buy	+31,055	New	+$6.12M	1.7%	17