Potentia Wealth’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	$505K	Sell	2,585 -799	-24%	-$156K	0.29%	44
2025 Q1	$645K	Hold	3,384	–	–	0.3%	44
2024 Q4	$646K	Buy	+3,384	New	+$646K	0.29%	48