Rockwood 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	$264K	Hold	1,352	–	–	0.02%	85
2025 Q1	$258K	Sell	1,352 -340	-20%	-$64.8K	0.03%	81
2024 Q4	$323K	Buy	+1,692	New	+$323K	0.03%	67
2024 Q3	–	Sell	-2,250	Closed	-$410K	–	91
2024 Q2	$410K	Buy	+2,250	New	+$410K	0.05%	55