Zimmermann Investment Management & Planning’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 Q4	–	Sell	-11,697	Closed	-$2.31M	–	62
2024 Q3	$2.31M	Sell	11,697 -465	-4%	-$91.7K	0.71%	36
2024 Q2	$2.21M	Sell	12,162 -1,309	-10%	-$238K	0.74%	36
2024 Q1	$2.52M	Buy	13,471 +7,419	+123%	+$1.39M	0.91%	33
2023 Q4	$1.05M	Buy	+6,052	New	+$1.05M	0.43%	49