KHC
Koesten Hirschmann & Crabtree’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 | $441K | Hold |
2,255
| – | – | 0.23% | 21 |
|
|
2025
Q1 | $430K | Sell |
2,255
-100
| -4% | -$19.1K | 0.25% | 20 |
|
|
2024
Q4 | $450K | Hold |
2,355
| – | – | 0.26% | 24 |
|
|
2024
Q3 | $464K | Hold |
2,355
| – | – | 0.27% | 21 |
|
|
2024
Q2 | $440K | Hold |
2,355
| – | – | 0.28% | 21 |
|
|
2024
Q1 | $440K | Buy |
+2,355
| New | +$440K | 0.28% | 21 |
|