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

Perennial Advisors’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 Q3	$202K	Buy
2021 Q3	–	Sell
2021 Q2	$145K	Hold
2021 Q1	$138K	Buy