Riverbend 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	$633K	Buy	3,240 +42	+1%	+$8.21K	0.48%	57
2025 Q1	$609K	Hold	3,198	–	–	0.55%	54
2024 Q4	$610K	Buy	+3,198	New	+$610K	0.54%	48