FWM
Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $363K | Hold |
2,499
| – | – | 0.21% | 24 |
|
|
2021
Q2 | $369K | Hold |
2,499
| – | – | 0.21% | 23 |
|
|
2021
Q1 | $353K | Hold |
2,499
| – | – | 0.21% | 21 |
|
|
2020
Q4 | $320K | Hold |
2,499
| – | – | 0.2% | 21 |
|
|
2020
Q3 | $281K | Hold |
2,499
| – | – | 0.22% | 22 |
|
|
2020
Q2 | $270K | Hold |
2,499
| – | – | 0.22% | 27 |
|
|
2020
Q1 | $241K | Sell |
2,499
-319
| -11% | -$30.8K | 0.27% | 17 |
|
|
2019
Q4 | $366K | Buy |
+2,818
| New | +$366K | 0.32% | 14 |
|