Vantage Point Financial’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	$1.45M	Buy	7,439 +1,128	+18%	+$220K	0.64%	33
2025 Q1	$1.2M	Buy	6,311 +1,424	+29%	+$271K	0.61%	38
2024 Q4	$933K	Buy	+4,887	New	+$933K	0.5%	42