Rialto Wealth Management’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	$1.59M	Hold	8,127	–	–	0.44%	56
2025 Q1	$1.55M	Buy	8,127 +54	+0.7%	+$10.3K	0.49%	50
2024 Q4	$1.54M	Buy	+8,073	New	+$1.54M	0.51%	52