MSWM
McGlone Suttner 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 | $874K | Hold |
4,472
| – | – | 0.13% | 79 |
|
|
2025
Q1 | $852K | Hold |
4,472
| – | – | 0.14% | 79 |
|
|
2024
Q4 | $854K | Hold |
4,472
| – | – | 0.14% | 70 |
|
|
2024
Q3 | $882K | Hold |
4,472
| – | – | 0.18% | 67 |
|
|
2024
Q2 | $778K | Hold |
4,472
| – | – | 0.16% | 64 |
|
|
2024
Q1 | $835K | Hold |
4,472
| – | – | 0.16% | 69 |
|
|
2023
Q4 | $778K | Hold |
4,472
| – | – | 0.15% | 64 |
|
|
2023
Q3 | $688K | Hold |
4,472
| – | – | 0.16% | 63 |
|
|
2023
Q2 | $721K | Hold |
4,472
| – | – | 0.16% | 62 |
|
|
2023
Q1 | $679K | Hold |
4,472
| – | – | 0.17% | 57 |
|
|
2022
Q4 | $649K | Buy |
+4,472
| New | +$649K | 0.21% | 55 |
|