MWS
Maxwell Wealth Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.62M | Buy |
18,974
+1,666
| +10% | +$318K | 1.48% | 18 |
|
|
2024
Q3 | $3.4M | Buy |
17,308
+392
| +2% | +$77K | 1.44% | 18 |
|
|
2024
Q2 | $3.08M | Buy |
16,916
+532
| +3% | +$96.8K | 1.51% | 19 |
|
|
2024
Q1 | $2.97M | Buy |
+16,384
| New | +$2.97M | 1.5% | 20 |
|