LPAM
Lodestar Private Asset 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 | $1.1M | Buy |
5,650
+206
| +4% | +$40.3K | 0.13% | 94 |
|
|
2025
Q1 | $1.04M | Buy |
5,444
+1
| +0% | +$191 | 0.13% | 97 |
|
|
2024
Q4 | $1.04M | Sell |
5,443
-16
| -0.3% | -$3.05K | 0.13% | 93 |
|
|
2024
Q3 | $1.08M | Sell |
5,459
-3
| -0.1% | -$592 | 0.14% | 94 |
|
|
2024
Q2 | $994K | Sell |
5,462
-203
| -4% | -$36.9K | 0.14% | 96 |
|
|
2024
Q1 | $1.06M | Buy |
5,665
+128
| +2% | +$23.9K | 0.15% | 94 |
|
|
2023
Q4 | $963K | Buy |
5,537
+16
| +0.3% | +$2.78K | 0.15% | 93 |
|
|
2023
Q3 | $849K | Hold |
5,521
| – | – | 0.15% | 98 |
|
|
2023
Q2 | $890K | Sell |
5,521
-341
| -6% | -$55K | 0.15% | 96 |
|
|
2023
Q1 | $890K | Sell |
5,862
-362
| -6% | -$54.9K | 0.16% | 95 |
|
|
2022
Q4 | $903K | Buy |
+6,224
| New | +$903K | 0.17% | 93 |
|