Ridgeline Wealth’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	–	Sell	-1,600	Closed	-$305K	–	56
2025 Q1	$305K	Sell	1,600 -403	-20%	-$76.8K	0.26%	41
2024 Q4	$382K	Buy	+2,003	New	+$382K	0.31%	40