Triad Wealth Partners’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	$17.3M	Buy	88,782 +17,915	+25%	+$3.5M	3.5%	5
2025 Q1	$13.5M	Buy	70,867 +22,115	+45%	+$4.21M	4.2%	5
2024 Q4	$9.31M	Buy	48,752 +28,341	+139%	+$5.41M	3.36%	7
2024 Q3	$4.02M	Buy	20,411 +20,407	+510,175%	+$4.02M	2.14%	17
2024 Q2	$728	Buy	+4	New	+$728	﹤0.01%	904