LWM
Lakeridge 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 | $1.24M | Sell |
6,366
-244
| -4% | -$47.7K | 0.57% | 33 |
|
|
2025
Q1 | $1.26M | Sell |
6,610
-54
| -0.8% | -$10.3K | 0.63% | 31 |
|
|
2024
Q4 | $1.27M | Buy |
6,664
+326
| +5% | +$62.2K | 0.66% | 30 |
|
|
2024
Q3 | $1.25M | Buy |
6,338
+104
| +2% | +$20.5K | 0.69% | 29 |
|
|
2024
Q2 | $1.13M | Buy |
6,234
+137
| +2% | +$24.9K | 0.68% | 29 |
|
|
2024
Q1 | $1.14M | Buy |
6,097
+1,369
| +29% | +$256K | 0.74% | 26 |
|
|
2023
Q4 | $822K | Buy |
+4,728
| New | +$822K | 0.59% | 35 |
|