Toth Financial Advisory’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	$13.9K	Hold	71	–	–	﹤0.01%	453
2025 Q1	$13.5K	Hold	71	–	–	﹤0.01%	430
2024 Q4	$13.6K	Hold	71	–	–	﹤0.01%	430
2024 Q3	$14K	Hold	71	–	–	﹤0.01%	420
2024 Q2	$12.9K	Hold	71	–	–	﹤0.01%	437
2024 Q1	$13.3K	Hold	71	–	–	﹤0.01%	423
2023 Q4	$12.3K	Hold	71	–	–	﹤0.01%	431
2023 Q3	$10.9K	Hold	71	–	–	﹤0.01%	430
2023 Q2	$11.4K	Hold	71	–	–	﹤0.01%	449
2023 Q1	$10.8K	Hold	71	–	–	﹤0.01%	444
2022 Q4	$10.3K	Hold	71	–	–	﹤0.01%	439
2022 Q3	$9K	Hold	71	–	–	﹤0.01%	470
2022 Q2	$10K	Hold	71	–	–	﹤0.01%	437
2022 Q1	$11K	Hold	71	–	–	﹤0.01%	460
2021 Q4	$11K	Hold	71	–	–	﹤0.01%	480
2021 Q3	$10K	Hold	71	–	–	﹤0.01%	480
2021 Q2	$10K	Hold	71	–	–	﹤0.01%	452
2021 Q1	$10K	Sell	71 -32	-31%	-$4.51K	﹤0.01%	459
2020 Q4	$13K	Hold	103	–	–	﹤0.01%	376
2020 Q3	$12K	Hold	103	–	–	﹤0.01%	354
2020 Q2	$11K	Hold	103	–	–	﹤0.01%	334
2020 Q1	$10K	Sell	103 -15	-13%	-$1.46K	﹤0.01%	275
2019 Q4	$15K	Hold	118	–	–	﹤0.01%	276
2019 Q3	$14K	Hold	118	–	–	﹤0.01%	292
2019 Q2	$14K	Hold	118	–	–	﹤0.01%	293
2019 Q1	$13K	Hold	118	–	–	﹤0.01%	283
2018 Q4	$12K	Hold	118	–	–	﹤0.01%	270
2018 Q3	$14K	Hold	118	–	–	﹤0.01%	290
2018 Q2	$13K	Hold	118	–	–	﹤0.01%	293
2018 Q1	$13K	Hold	118	–	–	﹤0.01%	306
2017 Q4	$13K	Buy	+118	New	+$13K	﹤0.01%	301