Michels Family Financial’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	$1.08M	Sell	5,544 -128	-2%	-$25K	0.92%	34
2025 Q1	$1.08M	Sell	5,672 -13	-0.2%	-$2.48K	0.98%	28
2024 Q4	$1.09M	Buy	+5,685	New	+$1.09M	0.99%	26