Optivise Advisory Services’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	$322K	Buy	1,648 +7	+0.4%	+$1.37K	0.16%	130
2025 Q1	$313K	Buy	1,641 +6	+0.4%	+$1.14K	0.18%	121
2024 Q4	$312K	Sell	1,635 -16	-1%	-$3.05K	0.17%	125
2024 Q3	$326K	Buy	1,651 +34	+2%	+$6.71K	0.17%	113
2024 Q2	$294K	Buy	+1,617	New	+$294K	0.16%	130