Pacific Sage Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Pacific Sage Partners’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Buy
2024 Q3	–	Sell
2024 Q2	$606K	Hold
2024 Q1	$622K	Buy
2023 Q4	$380K	Hold
2023 Q3	$336K	Hold
2023 Q2	$352K	Buy