SMI Advisory 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
2023 Q1	$16M	Buy	110,545 +9,008	+9%	+$1.31M	5.37%	7
2022 Q4	$13M	Hold	101,537	–	–	4.23%	8
2022 Q3	$13.1M	Sell	101,537 -12,098	-11%	-$1.55M	4.24%	8
2022 Q2	$15.6M	Sell	113,635 -28,241	-20%	-$3.88M	5.57%	6
2022 Q1	$22.1M	Buy	+141,876	New	+$22.1M	7.73%	4