IWS
Integrity Wealth Solutions’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 | $618K | Buy |
3,164
+78
| +3% | +$15.2K | 0.3% | 67 |
|
|
2025
Q1 | $588K | Sell |
3,086
-80
| -3% | -$15.2K | 0.32% | 62 |
|
|
2024
Q4 | $604K | Buy |
3,166
+35
| +1% | +$6.68K | 0.34% | 60 |
|
|
2024
Q3 | $617K | Buy |
3,131
+26
| +0.8% | +$5.13K | 0.36% | 55 |
|
|
2024
Q2 | $565K | Buy |
3,105
+987
| +47% | +$180K | 0.37% | 58 |
|
|
2024
Q1 | $396K | Buy |
2,118
+114
| +6% | +$21.3K | 0.26% | 66 |
|
|
2023
Q4 | $348K | Buy |
+2,004
| New | +$348K | 0.24% | 65 |
|