Spectrum Planning & 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
2025 Q2	$970K	Sell	4,962 -6,830	-58%	-$1.33M	0.63%	35
2025 Q1	$2.25M	Sell	11,792 -9,236	-44%	-$1.76M	1.87%	16
2024 Q4	$4.01M	Buy	21,028 +1,534	+8%	+$293K	3.48%	10
2024 Q3	$3.84M	Buy	19,494 +1,745	+10%	+$344K	3.69%	9
2024 Q2	$3.23M	Buy	+17,749	New	+$3.23M	3.11%	10