Mosley 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
2024 Q4	$3.87M	Buy	19,643 +1,886	+11%	+$372K	2.4%	9
2024 Q3	$3.53M	Buy	17,757 +1,689	+11%	+$336K	2.41%	9
2024 Q2	$2.92M	Buy	16,068 +1,882	+13%	+$343K	2.49%	8
2024 Q1	$2.65M	Buy	14,186 +6,204	+78%	+$1.16M	2.49%	10
2023 Q4	$1.39M	Buy	+7,982	New	+$1.39M	1.37%	16