Morton Brown Family Wealth’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	–	Sell	-18	Closed	-$3.43K	–	331
2025 Q1	$3.43K	Hold	18	–	–	﹤0.01%	255
2024 Q4	$3.44K	Hold	18	–	–	﹤0.01%	214
2024 Q3	$3.55K	Buy	+18	New	+$3.55K	﹤0.01%	207