Marshall & Sterling 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	–	Sell	-42	Closed	-$8.08K	–	659
2025 Q1	$8.08K	Sell	42 -1	-2%	-$192	0.01%	362
2024 Q4	$8.06K	Buy	+43	New	+$8.06K	0.01%	239