SoFi Wealth’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	$186M	Buy	951,932 +54,664	+6%	+$10.7M	11.36%	4
2025 Q1	$171M	Buy	897,268 +882,811	+6,106%	+$168M	12.86%	4
2024 Q4	$2.76M	Buy	+14,457	New	+$2.76M	0.19%	14