VSM Wealth 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	$453K	Sell	2,319 -62	-3%	-$12.1K	0.15%	60
2025 Q1	$454K	Buy	2,381 +3	+0.1%	+$572	0.16%	56
2024 Q4	$454K	Buy	+2,378	New	+$454K	0.16%	54