Sharp Financial Services’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 Q1	–	Sell	-22,314	Closed	-$4.26M	–	95
2024 Q4	$4.26M	Buy	+22,314	New	+$4.26M	3.23%	13
2024 Q2	–	Sell	-20,084	Closed	-$3.75M	–	99
2024 Q1	$3.75M	Buy	20,084 +2,092	+12%	+$391K	3.49%	12
2023 Q4	$3.13M	Buy	+17,992	New	+$3.13M	3.39%	12