McNaughton Wealth Management’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	$11.9M	Buy	61,114 +6,560	+12%	+$1.28M	5.33%	4
2025 Q1	$10.4M	Buy	+54,554	New	+$10.4M	5.05%	5