MLL
Moody Lynn & Lieberson’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 | $413K | Sell |
2,112
-49
| -2% | -$9.58K | 0.02% | 186 |
|
|
2025
Q1 | $412K | Hold |
2,161
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $412K | Buy |
2,161
+700
| +48% | +$134K | 0.03% | 182 |
|
|
2024
Q3 | $288K | Hold |
1,461
| – | – | 0.02% | 214 |
|
|
2024
Q2 | $266K | Hold |
1,461
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $273K | Sell |
1,461
-175
| -11% | -$32.7K | 0.02% | 205 |
|
|
2023
Q4 | $284K | Hold |
1,636
| – | – | 0.02% | 199 |
|
|
2023
Q3 | $252K | Hold |
1,636
| – | – | 0.02% | 183 |
|
|
2023
Q2 | $264K | Buy |
+1,636
| New | +$264K | 0.02% | 194 |
|