Roxbury Financial’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	$51.2K	Buy	+262	New	+$51.2K	0.05%	167
2025 Q1	–	Sell	-18	Closed	-$3.76K	–	385
2024 Q4	$3.76K	Buy	+18	New	+$3.76K	﹤0.01%	338