Birnam Oak 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 Q2	$1.95M	Hold	10,000	–	–	0.58%	22
2025 Q1	$1.91M	Hold	10,000	–	–	0.35%	17
2024 Q4	$1.91M	Buy	+10,000	New	+$1.91M	0.93%	20