Professional Planning’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
2021 Q3	$616K	Buy	4,237 +789	+23%	+$115K	0.29%	61
2021 Q2	$509K	Buy	3,448 +556	+19%	+$82.1K	0.23%	69
2021 Q1	$408K	Sell	2,892 -450	-13%	-$63.5K	0.2%	80
2020 Q4	$428K	Buy	+3,342	New	+$428K	0.17%	79