PSP
Pacific Sage Partners’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 | $345K | Buy |
+1,764
| New | +$345K | 0.07% | 74 |
|
|
2024
Q3 | – | Sell |
-3,330
| Closed | -$606K | – | 106 |
|
|
2024
Q2 | $606K | Hold |
3,330
| – | – | 0.15% | 48 |
|
|
2024
Q1 | $622K | Buy |
3,330
+1,147
| +53% | +$214K | 0.16% | 49 |
|
|
2023
Q4 | $380K | Hold |
2,183
| – | – | 0.1% | 62 |
|
|
2023
Q3 | $336K | Hold |
2,183
| – | – | 0.1% | 63 |
|
|
2023
Q2 | $352K | Buy |
+2,183
| New | +$352K | 0.1% | 62 |
|