FWA
FSM 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 | $904K | Buy |
4,584
+113
| +3% | +$22.3K | 0.15% | 100 |
|
|
2025
Q1 | $852K | Hold |
4,471
| – | – | 0.19% | 71 |
|
|
2024
Q4 | $862K | Sell |
4,471
-1
| -0% | -$193 | 0.21% | 65 |
|
|
2024
Q3 | $882K | Hold |
4,472
| – | – | 0.23% | 63 |
|
|
2024
Q2 | $814K | Buy |
4,472
+1
| +0% | +$182 | 0.27% | 61 |
|
|
2024
Q1 | $835K | Hold |
4,471
| – | – | 0.3% | 59 |
|
|
2023
Q4 | $778K | Hold |
4,471
| – | – | 0.33% | 57 |
|
|
2023
Q3 | $688K | Hold |
4,471
| – | – | 0.35% | 59 |
|
|
2023
Q2 | $726K | Buy |
4,471
+31
| +0.7% | +$5.03K | 0.36% | 60 |
|
|
2023
Q1 | $674K | Hold |
4,440
| – | – | 0.39% | 61 |
|
|
2022
Q4 | $644K | Hold |
4,440
| – | – | 0.46% | 56 |
|
|
2022
Q3 | $571K | Buy |
4,440
+1,708
| +63% | +$220K | 0.47% | 55 |
|
|
2022
Q2 | $396K | Buy |
+2,732
| New | +$396K | 0.39% | 68 |
|