Wealthstar Advisors’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	-2,585	Closed	-$494K	–	140
2024 Q4	$494K	Buy	+2,585	New	+$494K	0.21%	90
2024 Q2	–	Sell	-2,684	Closed	-$501K	–	82
2024 Q1	$501K	Sell	2,684 -133	-5%	-$24.8K	0.17%	81
2023 Q4	$490K	Buy	+2,817	New	+$490K	0.08%	81