Wetzel Investment 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
2024 Q3	–	Sell	-199	Closed	-$37.2K	–	499
2024 Q2	$37.2K	Hold	199	–	–	0.02%	270
2024 Q1	$35.2K	Hold	199	–	–	0.02%	294
2023 Q4	$35K	Buy	+199	New	+$35K	0.02%	293