Partners Wealth Management’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	$2.23M	Hold	11,720	–	–	2.54%	7
2025 Q1	$2.23M	Buy	11,720 +280	+2%	+$53.4K	2.53%	7
2024 Q4	$2.18M	Buy	+11,440	New	+$2.18M	2.48%	8