Private Wealth Asset 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
2025 Q2	$1.78M	Hold	9,085	–	–	0.24%	72
2025 Q1	$1.73M	Buy	+9,085	New	+$1.73M	0.25%	68