EPM
Elm Partners 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 | $1.05M | Buy |
5,378
+412
| +8% | +$80.5K | 0.06% | 56 |
|
|
2025
Q1 | $946K | Sell |
4,966
-266
| -5% | -$50.7K | 0.06% | 37 |
|
|
2024
Q4 | $999K | Hold |
5,232
| – | – | 0.07% | 41 |
|
|
2024
Q3 | $1.03M | Hold |
5,232
| – | – | 0.07% | 37 |
|
|
2024
Q2 | $952K | Hold |
5,232
| – | – | 0.07% | 41 |
|
|
2024
Q1 | $977K | Buy |
+5,232
| New | +$977K | 0.08% | 39 |
|