PFA
Pettinga Financial 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 | $22.2M | Buy |
113,618
+13,974
| +14% | +$2.73M | 4.87% | 5 |
|
|
2025
Q1 | $19M | Buy |
99,644
+22,596
| +29% | +$4.31M | 4.47% | 5 |
|
|
2024
Q4 | $14.7M | Buy |
77,048
+1,693
| +2% | +$323K | 3.33% | 8 |
|
|
2024
Q3 | $14.9M | Sell |
75,355
-1,291
| -2% | -$255K | 3.52% | 8 |
|
|
2024
Q2 | $14M | Buy |
76,646
+5,660
| +8% | +$1.03M | 3.5% | 7 |
|
|
2024
Q1 | $13.3M | Buy |
+70,986
| New | +$13.3M | 3.38% | 6 |
|