IWA
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IVC Wealth Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.9M Buy
270,420
+87,824
+48% +$3.53M 5.3% 3
2025
Q1
$6.95M Buy
+182,596
New +$6.95M 3.74% 4