CWM
ClientFirst 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 | $795K | Hold |
4,066
| – | – | 0.81% | 15 |
|
|
2025
Q1 | $775K | Hold |
4,066
| – | – | 0.88% | 15 |
|
|
2024
Q4 | $776K | Buy |
+4,066
| New | +$776K | 0.79% | 15 |
|
|
2023
Q3 | $638K | Hold |
4,066
| – | – | 0.78% | 15 |
|
|
2023
Q2 | $666K | Hold |
4,066
| – | – | 0.79% | 14 |
|
|
2023
Q1 | $614K | Hold |
4,066
| – | – | 0.82% | 13 |
|
|
2022
Q4 | $590K | Hold |
4,066
| – | – | 0.75% | 13 |
|
|
2022
Q3 | $599K | Hold |
4,066
| – | – | 0.74% | 13 |
|
|
2022
Q2 | $559K | Hold |
4,066
| – | – | 0.85% | 16 |
|
|
2022
Q1 | $633K | Hold |
4,066
| – | – | 0.58% | 17 |
|
|
2021
Q4 | $637K | Buy |
+4,066
| New | +$637K | 0.57% | 17 |
|