IWA
Inspirion 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 | $832K | Hold |
4,256
| – | – | 0.11% | 70 |
|
|
2025
Q1 | $811K | Sell |
4,256
-1
| -0% | -$191 | 0.11% | 69 |
|
|
2024
Q4 | $813K | Hold |
4,257
| – | – | 0.11% | 71 |
|
|
2024
Q3 | $839K | Sell |
4,257
-423
| -9% | -$83.4K | 0.12% | 67 |
|
|
2024
Q2 | $852K | Hold |
4,680
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $874K | Buy |
4,680
+12
| +0.3% | +$2.24K | 0.14% | 65 |
|
|
2023
Q4 | $816K | Buy |
4,668
+9
| +0.2% | +$1.57K | 0.15% | 63 |
|
|
2023
Q3 | $717K | Hold |
4,659
| – | – | 0.14% | 68 |
|
|
2023
Q2 | $751K | Sell |
4,659
-106
| -2% | -$17.1K | 0.14% | 65 |
|
|
2023
Q1 | $723K | Sell |
4,765
-218
| -4% | -$33.1K | 0.15% | 66 |
|
|
2022
Q4 | $723K | Sell |
4,983
-397
| -7% | -$57.6K | 0.15% | 63 |
|
|
2022
Q3 | $691K | Sell |
5,380
-388
| -7% | -$49.8K | 0.16% | 60 |
|
|
2022
Q2 | $793K | Sell |
5,768
-222
| -4% | -$30.5K | 0.17% | 57 |
|
|
2022
Q1 | $933K | Sell |
5,990
-80
| -1% | -$12.5K | 0.19% | 47 |
|
|
2021
Q4 | $951K | Sell |
6,070
-170
| -3% | -$26.6K | 0.2% | 48 |
|
|
2021
Q3 | $907K | Sell |
6,240
-201
| -3% | -$29.2K | 0.21% | 43 |
|
|
2021
Q2 | $951K | Sell |
6,441
-16
| -0.2% | -$2.36K | 0.23% | 41 |
|
|
2021
Q1 | $912K | Sell |
6,457
-23
| -0.4% | -$3.25K | 0.24% | 41 |
|
|
2020
Q4 | $830K | Hold |
6,480
| – | – | 0.23% | 34 |
|
|
2020
Q3 | $729K | Buy |
+6,480
| New | +$729K | 0.25% | 34 |
|