Penobscot 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	$249K	Sell	1,274 -706	-36%	-$138K	0.09%	86
2025 Q1	$377K	Buy	+1,980	New	+$377K	0.16%	61