Pinnacle 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
2022 Q4	$500K	Buy	+3,444	New	+$500K	0.6%	44
2022 Q3	–	Sell	-3,793	Closed	-$521K	–	52
2022 Q2	$521K	Buy	3,793 +2,366	+166%	+$325K	0.73%	37
2022 Q1	$222K	Buy	+1,427	New	+$222K	0.26%	41