Running Point Capital Advisors’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	$195K	Hold	996	–	–	0.05%	122
2025 Q1	$190K	Buy	+996	New	+$190K	0.06%	116