PKS Advisory Services’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	$2.5M	Sell	12,771 -350	-3%	-$68.4K	0.62%	30
2025 Q1	$2.5M	Sell	13,121 -3,497	-21%	-$666K	0.68%	29
2024 Q4	$3.17M	Buy	+16,618	New	+$3.17M	0.79%	22