Pacific Point Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Pacific Point Advisors’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$837K	Hold
2025 Q4	$841K	Hold
2025 Q3	$819K	Hold
2025 Q2	$775K	Hold
2025 Q1	$755K	Hold
2024 Q4	$776K	Buy