Thurston Springer Miller Herd & Titak’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	$120K	Buy	616 +483	+363%	+$94.4K	0.02%	462
2025 Q1	$25.3K	Sell	133 -19	-13%	-$3.62K	﹤0.01%	804
2024 Q4	$29K	Buy	152 +76	+100%	+$14.5K	0.01%	643
2024 Q3	$15K	Buy	76 +63	+485%	+$12.4K	﹤0.01%	905
2024 Q2	$2.37K	Buy	+13	New	+$2.37K	﹤0.01%	1283