CJH
Christopher J. Hasenberg’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 | $132K | Sell |
674
-1,178
| -64% | -$230K | 0.05% | 60 |
|
|
2025
Q1 | $352K | Hold |
1,852
| – | – | 0.15% | 24 |
|
|
2024
Q4 | $354K | Sell |
1,852
-22,878
| -93% | -$4.37M | 0.14% | 24 |
|
|
2024
Q3 | $4.84M | Buy |
24,730
+3,491
| +16% | +$683K | 2% | 15 |
|
|
2024
Q2 | $3.87M | Buy |
21,239
+1,657
| +8% | +$302K | 1.75% | 14 |
|
|
2024
Q1 | $3.66M | Buy |
19,582
+208
| +1% | +$38.9K | 1.8% | 14 |
|
|
2023
Q4 | $3.37M | Buy |
+19,374
| New | +$3.37M | 1.88% | 13 |
|