Valued Wealth 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	-52	Closed	-$9.91K	–	636
2025 Q1	$9.91K	Buy	52 +18	+53%	+$3.43K	0.01%	228
2024 Q4	$6.49K	Sell	34 -145	-81%	-$27.7K	﹤0.01%	274
2024 Q3	$35.3K	Buy	+179	New	+$35.3K	0.02%	99