TL Private 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	$248K	Buy	1,258 +16	+1%	+$3.15K	0.1%	40
2025 Q1	$209K	Buy	1,242 +68	+6%	+$11.5K	0.1%	37
2024 Q4	$226K	Buy	+1,174	New	+$226K	0.1%	41