Uptown Financial Advisors’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	–	Sell	-1,518	Closed	-$289K	–	72
2025 Q1	$289K	Buy	1,518 +159	+12%	+$30.3K	0.3%	48
2024 Q4	$259K	Buy	+1,359	New	+$259K	0.28%	51