Ownership history in PACK Private Wealth, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in ISHARES S&P 500 VALUE ETF (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 5,256 | — | 0% | 0.51% | $1.1M | $211.29 |
| 2025 Q3 | REDUCED | 5,256 | -146 | -2.7% | 0.51% | $1.1M | $204.79 |
| 2025 Q2 | UNCHANGED | 5,402 | — | 0% | 0.56% | $1.1M | $192.97 |
| 2025 Q1 | UNCHANGED | 5,402 | — | 0% | 0.61% | $1.0M | $187.40 |
| 2024 Q4 | REDUCED | 5,402 | -144 | -2.6% | 0.61% | $1.0M | $186.96 |
| 2024 Q3 | REDUCED | 5,546 | -134 | -2.4% | 0.62% | $1.1M | $192.07 |
| 2024 Q2 | UNCHANGED | 5,680 | — | 0% | 0.64% | $1.0M | $176.28 |
| 2024 Q1 | UNCHANGED | 5,680 | — | 0% | 0.67% | $1.1M | $180.10 |
| 2023 Q4 | REDUCED | 5,680 | -275 | -4.6% | 0.67% | $988K | $166.88 |
| 2023 Q3 | REDUCED | 5,955 | -25 | -0.4% | 0.68% | $911K | $146.96 |
As of 2025 Q4 — sorted by position size