Pinney & Scofield’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	$26K	Sell	133 -4	-3%	-$782	0.02%	131
2025 Q1	$26.1K	Hold	137	–	–	0.02%	125
2024 Q4	$26.2K	Buy	+137	New	+$26.2K	0.02%	128