MLA
My Legacy 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 | $3.7M | Buy |
18,579
+2,014
| +12% | +$401K | 1.32% | 16 |
|
|
2025
Q1 | $3.16M | Buy |
16,565
+5,170
| +45% | +$985K | 1.22% | 19 |
|
|
2024
Q4 | $2.2M | Buy |
11,395
+152
| +1% | +$29.3K | 0.85% | 32 |
|
|
2024
Q3 | $2.22M | Sell |
11,243
-7,135
| -39% | -$1.41M | 0.88% | 28 |
|
|
2024
Q2 | $3.35M | Buy |
18,378
+2,868
| +18% | +$522K | 1.07% | 20 |
|
|
2024
Q1 | $2.9M | Buy |
+15,510
| New | +$2.9M | 0.97% | 22 |
|