KWMG
King Wealth Management Group’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 | $1.28M | Hold |
6,550
| – | – | 0.17% | 53 |
|
|
2025
Q1 | $1.25M | Hold |
6,550
| – | – | 0.19% | 54 |
|
|
2024
Q4 | $1.25M | Buy |
6,550
+1,650
| +34% | +$315K | 0.18% | 53 |
|
|
2024
Q3 | $966K | Sell |
4,900
-1,258
| -20% | -$248K | 0.15% | 64 |
|
|
2024
Q2 | $1.12M | Hold |
6,158
| – | – | 0.19% | 54 |
|
|
2024
Q1 | $1.15M | Buy |
6,158
+185
| +3% | +$34.5K | 0.2% | 54 |
|
|
2023
Q4 | $1.04M | Hold |
5,973
| – | – | 0.2% | 55 |
|
|
2023
Q3 | $919K | Hold |
5,973
| – | – | 0.19% | 56 |
|
|
2023
Q2 | $963K | Buy |
5,973
+1,550
| +35% | +$250K | 0.19% | 59 |
|
|
2023
Q1 | $671K | Hold |
4,423
| – | – | 0.15% | 66 |
|
|
2022
Q4 | $642K | Hold |
4,423
| – | – | 0.15% | 71 |
|
|
2022
Q3 | $568K | Hold |
4,423
| – | – | 0.14% | 70 |
|
|
2022
Q2 | $608K | Hold |
4,423
| – | – | 0.15% | 70 |
|
|
2022
Q1 | $689K | Hold |
4,423
| – | – | 0.14% | 76 |
|
|
2021
Q4 | $693K | Buy |
4,423
+3,000
| +211% | +$470K | 0.13% | 80 |
|
|
2021
Q3 | $207K | Buy |
+1,423
| New | +$207K | 0.04% | 163 |
|