SkyOak 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	$481K	Hold	2,460	–	–	0.1%	128
2025 Q1	$469K	Buy	2,460 +3	+0.1%	+$572	0.1%	122
2024 Q4	$469K	Hold	2,457	–	–	0.1%	122
2024 Q3	$484K	Hold	2,457	–	–	0.11%	117
2024 Q2	$447K	Buy	+2,457	New	+$447K	0.1%	129