Retirement Investment Advisors’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	–	Sell	-1,462	Closed	-$225K	–	56
2023 Q3	$225K	Hold	1,462	–	–	0.02%	55
2023 Q2	$236K	Sell	1,462 -2,842	-66%	-$458K	0.03%	57
2023 Q1	$403K	Buy	+4,304	New	+$403K	0.07%	43