Walled Lake Planning & Wealth Management’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
2024 Q3	–	Sell	-1,145	Closed	-$208K	–	134
2024 Q2	$208K	Buy	+1,145	New	+$208K	0.09%	113