PUREfi 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	$499K	Buy	2,556 +1,175	+85%	+$230K	0.4%	66
2025 Q1	$263K	Buy	1,381 +314	+29%	+$59.8K	0.26%	103
2024 Q4	$204K	Buy	+1,067	New	+$204K	0.2%	148