4WM
4J Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
2,464
| – | – | 0.33% | 53 |
|
|
2025
Q1 | $470K | Hold |
2,464
| – | – | 0.37% | 47 |
|
|
2024
Q4 | $470K | Hold |
2,464
| – | – | 0.38% | 44 |
|
|
2024
Q3 | $486K | Hold |
2,464
| – | – | 0.38% | 49 |
|
|
2024
Q2 | $448K | Sell |
2,464
-10
| -0.4% | -$1.82K | 0.37% | 48 |
|
|
2024
Q1 | $462K | Sell |
2,474
-65
| -3% | -$12.1K | 0.4% | 50 |
|
|
2023
Q4 | $441K | Sell |
2,539
-221
| -8% | -$38.4K | 0.4% | 51 |
|
|
2023
Q3 | $425K | Hold |
2,760
| – | – | 0.42% | 53 |
|
|
2023
Q2 | $445K | Hold |
2,760
| – | – | 0.43% | 54 |
|
|
2023
Q1 | $419K | Sell |
2,760
-50
| -2% | -$7.59K | 0.45% | 51 |
|
|
2022
Q4 | $408K | Sell |
2,810
-10
| -0.4% | -$1.45K | 0.47% | 49 |
|
|
2022
Q3 | $362K | Sell |
2,820
-55
| -2% | -$7.06K | 0.46% | 50 |
|
|
2022
Q2 | $395K | Buy |
2,875
+20
| +0.7% | +$2.75K | 0.5% | 44 |
|
|
2022
Q1 | $445K | Sell |
2,855
-8
| -0.3% | -$1.25K | 0.39% | 43 |
|
|
2021
Q4 | $448K | Hold |
2,863
| – | – | 0.38% | 44 |
|
|
2021
Q3 | $416K | Hold |
2,863
| – | – | 0.36% | 46 |
|
|
2021
Q2 | $423K | Sell |
2,863
-13
| -0.5% | -$1.92K | 0.37% | 46 |
|
|
2021
Q1 | $406K | Sell |
2,876
-243
| -8% | -$34.3K | 0.38% | 49 |
|
|
2020
Q4 | $399K | Buy |
+3,119
| New | +$399K | 0.38% | 51 |
|