PCM
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Pennsylvania Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Pennsylvania Capital Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$984K Buy
5,037
+3,977
+375% +$777K 0.31% 51
2025
Q1 		$202K Hold
1,060
– – 0.07% 98
2024
Q4 		$202K Hold
1,060
– – 0.07% 99
2024
Q3 		$209K Buy
+1,060
New +$209K 0.08% 96