CHJWM
Carlton Hofferkamp & Jenks 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 | $216K | Buy |
+1,091
| New | +$216K | 0.08% | 130 |
|
|
2025
Q1 | – | Sell |
-1,091
| Closed | -$214K | – | 135 |
|
|
2024
Q4 | $214K | Hold |
1,091
| – | – | 0.08% | 130 |
|
|
2024
Q3 | $212K | Hold |
1,091
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $208K | Buy |
+1,091
| New | +$208K | 0.08% | 131 |
|