Wealthspan Partners’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
2023 Q1	–	Sell	-1,435	Closed	-$208K	–	73
2022 Q4	$208K	Buy	+1,435	New	+$208K	0.19%	68
2022 Q2	–	Sell	-1,305	Closed	-$203K	–	67
2022 Q1	$203K	Buy	1,305 +20	+2%	+$3.11K	0.18%	67
2021 Q4	$201K	Buy	+1,285	New	+$201K	0.18%	68