Nalls Sherbakoff Group’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
2023 Q4	$200K	Buy	1,152 +2	+0.2%	+$348	0.18%	81
2023 Q3	$177K	Hold	1,150	–	–	0.17%	81
2023 Q2	$174K	Hold	1,150	–	–	0.17%	88
2023 Q1	$172K	Buy	+1,150	New	+$172K	0.17%	89
2018 Q4	$149K	Buy	+1,476	New	+$149K	0.24%	61