Naviter 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
2023 Q3	–	Sell	-3,951	Closed	-$637K	–	228
2023 Q2	$637K	Buy	+3,951	New	+$637K	0.16%	155