Tempus Wealth Planning’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	$1.34M	Buy	6,867 +1,371	+25%	+$268K	0.33%	86
2025 Q1	$1.05M	Buy	5,496 +2,579	+88%	+$492K	0.31%	95
2024 Q4	$557K	Buy	2,917 +683	+31%	+$130K	0.17%	130
2024 Q3	$441K	Buy	2,234 +536	+32%	+$106K	0.16%	136
2024 Q2	$309K	Buy	+1,698	New	+$309K	0.13%	149