Serenus Wealth Advisors’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	-94,951	Closed	-$95K	–	61
2025 Q1	$95K	Buy	94,951 +1,267	+1%	+$1.27K	0.02%	61
2024 Q4	$93.7K	Buy	+93,684	New	+$93.7K	0.02%	56