GJWM
Gilliland Jeter 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 | $557K | Buy |
2,849
+665
| +30% | +$130K | 0.18% | 105 |
|
|
2025
Q1 | $416K | Buy |
2,184
+628
| +40% | +$120K | 0.15% | 114 |
|
|
2024
Q4 | $297K | Buy |
1,556
+454
| +41% | +$86.7K | 0.1% | 142 |
|
|
2024
Q3 | $217K | Buy |
1,102
+202
| +22% | +$39.8K | 0.07% | 163 |
|
|
2024
Q2 | $164K | Buy |
900
+28
| +3% | +$5.1K | 0.06% | 176 |
|
|
2024
Q1 | $163K | Buy |
+872
| New | +$163K | 0.06% | 182 |
|