BWA
BCU Wealth Advisors’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 | $2.32M | Buy |
11,879
+3,840
| +48% | +$750K | 1.04% | 14 |
|
|
2025
Q1 | $1.53M | Buy |
8,039
+1,312
| +20% | +$250K | 0.8% | 16 |
|
|
2024
Q4 | $1.28M | Buy |
6,727
+404
| +6% | +$77.1K | 0.73% | 16 |
|
|
2024
Q3 | $1.25M | Buy |
6,323
+644
| +11% | +$127K | 0.74% | 18 |
|
|
2024
Q2 | $1.03M | Buy |
5,679
+537
| +10% | +$97.7K | 0.76% | 17 |
|
|
2024
Q1 | $961K | Buy |
+5,142
| New | +$961K | 0.82% | 16 |
|