MCIA
Mountain Capital Investment 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 | $241K | Buy |
1,223
+68
| +6% | +$13.4K | 0.05% | 56 |
|
|
2025
Q1 | $210K | Buy |
1,155
+96
| +9% | +$17.5K | 0.05% | 56 |
|
|
2024
Q4 | $206K | Buy |
1,059
+31
| +3% | +$6.02K | 0.04% | 57 |
|
|
2024
Q3 | $207K | Buy |
+1,028
| New | +$207K | 0.05% | 55 |
|
|
2017
Q4 | – | Sell |
-130
| Closed | -$14K | – | 216 |
|
|
2017
Q3 | $14K | Hold |
130
| – | – | 0.01% | 230 |
|
|
2017
Q2 | $14K | Buy |
+130
| New | +$14K | 0.01% | 262 |
|