Second Half Financial Partners’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
2023 Q3	–	Sell	-41,692	Closed	-$6.72M	–	89
2023 Q2	$6.72M	Buy	+41,692	New	+$6.72M	1.54%	13