Moss Adams Wealth Advisors’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	$884K	Sell	4,525 -1	-0%	-$195	0.08%	88
2025 Q1	$863K	Buy	4,526 +1	+0%	+$191	0.09%	73
2024 Q4	$864K	Hold	4,525	–	–	0.09%	70
2024 Q3	$892K	Buy	+4,525	New	+$892K	0.1%	64