Vermillion & White Wealth Management Group’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 Q1	–	Sell	-121	Closed	-$23.1K	–	542
2024 Q4	$23.1K	Hold	121	–	–	0.02%	185
2024 Q3	$23.9K	Hold	121	–	–	0.02%	171
2024 Q2	$22K	Hold	121	–	–	0.02%	176
2024 Q1	$22.6K	Buy	+121	New	+$22.6K	0.02%	163