CWA
Clearview 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 | $1.83M | Buy |
9,368
+501
| +6% | +$97.9K | 1.28% | 20 |
|
|
2025
Q1 | $1.69M | Buy |
8,867
+1,742
| +24% | +$332K | 1.26% | 19 |
|
|
2024
Q4 | $1.36M | Buy |
7,125
+159
| +2% | +$30.3K | 1.03% | 26 |
|
|
2024
Q3 | $1.37M | Buy |
6,966
+597
| +9% | +$118K | 1.06% | 23 |
|
|
2024
Q2 | $1.16M | Sell |
6,369
-2,779
| -30% | -$506K | 1.01% | 24 |
|
|
2024
Q1 | $1.71M | Buy |
+9,148
| New | +$1.71M | 1.74% | 15 |
|
|
2023
Q3 | – | Sell |
-509
| Closed | -$82K | – | 371 |
|
|
2023
Q2 | $82K | Hold |
509
| – | – | 0.08% | 158 |
|
|
2023
Q1 | $77.2K | Hold |
509
| – | – | 0.08% | 164 |
|
|
2022
Q4 | $73.8K | Hold |
509
| – | – | 0.06% | 141 |
|
|
2022
Q3 | $65K | Hold |
509
| – | – | 0.05% | 150 |
|
|
2022
Q2 | $70K | Hold |
509
| – | – | 0.05% | 153 |
|
|
2022
Q1 | $79K | Hold |
509
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $80K | Hold |
509
| – | – | 0.05% | 184 |
|
|
2021
Q3 | $74K | Hold |
509
| – | – | 0.05% | 196 |
|
|
2021
Q2 | $75K | Hold |
509
| – | – | 0.05% | 202 |
|
|
2021
Q1 | $72K | Sell |
509
-77
| -13% | -$10.9K | 0.05% | 198 |
|
|
2020
Q4 | $75K | Buy |
+586
| New | +$75K | 0.05% | 163 |
|