MWA
Monograph Wealth Advisors’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 | $1.04M | Hold |
5,315
| – | – | 0.13% | 52 |
|
|
2025
Q1 | $1.01M | Hold |
5,315
| – | – | 0.14% | 50 |
|
|
2024
Q4 | $1.01M | Hold |
5,315
| – | – | 0.13% | 49 |
|
|
2024
Q3 | $1.05M | Hold |
5,315
| – | – | 0.14% | 48 |
|
|
2024
Q2 | $967K | Hold |
5,315
| – | – | 0.14% | 45 |
|
|
2024
Q1 | $993K | Hold |
5,315
| – | – | 0.15% | 56 |
|
|
2023
Q4 | $924K | Buy |
5,315
+1
| +0% | +$174 | 0.17% | 42 |
|
|
2023
Q3 | $822K | Hold |
5,314
| – | – | 0.16% | 53 |
|
|
2023
Q2 | $857K | Buy |
5,314
+1
| +0% | +$161 | 0.18% | 36 |
|
|
2023
Q1 | $806K | Hold |
5,313
| – | – | 0.19% | 34 |
|
|
2022
Q4 | $771K | Buy |
5,313
+1
| +0% | +$145 | 0.2% | 38 |
|
|
2022
Q3 | $683K | Hold |
5,312
| – | – | 0.22% | 32 |
|
|
2022
Q2 | $730K | Buy |
5,312
+1
| +0% | +$137 | 0.21% | 33 |
|
|
2022
Q1 | $827K | Hold |
5,311
| – | – | 0.21% | 36 |
|
|
2021
Q4 | $832K | Buy |
+5,311
| New | +$832K | 0.21% | 36 |
|