Oliver Lagore Vanvalin Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$431K	Buy	+2,264	New	+$422K	0.17%	99
2024 Q4	$310K	Buy	1,625 +21	+1%	+$4.17K	0.08%	104
2024 Q3	$316K	Sell	1,604 -138	-8%	-$26.2K	0.08%	100
2024 Q2	$317K	Sell	1,742 -95	-5%	-$17.3K	0.09%	95
2024 Q1	$343K	Buy	1,837 +1,835	+91,750%	+$326K	0.1%	102
2023 Q4	$430	Hold	2	–	–	﹤0.01%	693
2023 Q3	$377	Hold	2	–	–	﹤0.01%	778
2023 Q2	$395	Sell	2 -25	-93%	-$3.85K	﹤0.01%	729
2023 Q1	$4.09K	Sell	27 -192	-88%	-$29K	﹤0.01%	514
2022 Q4	$31.8K	Buy	219 +125	+133%	+$17.8K	0.02%	219
2022 Q3	$12K	Sell	94 -5,502	-98%	-$780K	0.01%	314
2022 Q2	$769K	Sell	5,596 -2,361	-30%	-$348K	0.45%	35
2022 Q1	$1.24M	Buy	+7,957	New	+$1.22M	0.83%	23