Merkkuri 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	$1.92M	Buy	9,801 +2,075	+27%	+$406K	1.45%	19
2025 Q1	$1.47M	Buy	7,726 +2,893	+60%	+$551K	1.26%	27
2024 Q4	$922K	Buy	4,833 +724	+18%	+$138K	0.73%	36
2024 Q3	$810K	Buy	4,109 +1,039	+34%	+$205K	0.64%	39
2024 Q2	$559K	Buy	+3,070	New	+$559K	0.51%	46