MJT & Associates Financial Advisory’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	$1.45M	Hold	7,421	–	–	1.8%	8
2025 Q1	$1.41M	Buy	+7,421	New	+$1.41M	1.36%	13