MorganRosel 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	$51.6K	Hold	264	–	–	0.01%	182
2025 Q1	$50.3K	Buy	+264	New	+$50.3K	0.02%	165