Meredith Wealth Planning’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
2023 Q1	–	Sell	-1,445	Closed	-$210K	–	65
2022 Q4	$210K	Buy	+1,445	New	+$210K	0.18%	58