Westend Capital 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
2025 Q1	–	Sell	-497	Closed	-$94.9K	–	244
2024 Q4	$94.9K	Hold	497	–	–	0.03%	56
2024 Q3	$98K	Hold	497	–	–	0.03%	59
2024 Q2	$90K	Hold	497	–	–	0.03%	54
2024 Q1	$92.8K	Buy	+497	New	+$92.8K	0.04%	58