CTWM
Cherry Tree 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 | $41.4K | Hold |
212
| – | – | 0.01% | 269 |
|
|
2025
Q1 | $40.4K | Hold |
212
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $40.5K | Hold |
212
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $41.8K | Hold |
212
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $38.6K | Hold |
212
| – | – | 0.01% | 275 |
|
|
2024
Q1 | $39.6K | Hold |
212
| – | – | 0.01% | 268 |
|
|
2023
Q4 | $36.9K | Hold |
212
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $32.6K | Hold |
212
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $34.2K | Buy |
+212
| New | +$34.2K | 0.01% | 252 |
|