Pacific Point 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	$775K	Hold	3,964	–	–	0.42%	60
2025 Q1	$755K	Hold	3,964	–	–	0.42%	53
2024 Q4	$776K	Buy	+3,964	New	+$776K	0.47%	56