Watts Gwilliam & Co’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	$19.5M	Buy	102,200 +9,494	+10%	+$1.81M	4.22%	4
2024 Q4	$17.7M	Buy	92,706 +10,039	+12%	+$1.92M	3.74%	5
2024 Q3	$16.2M	Buy	+82,667	New	+$16.2M	3.52%	5
2024 Q1	$14.3M	Buy	+77,589	New	+$14.3M	4.42%	6