PIS
POM Investment Strategies’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
Q1 | – | Sell |
-63
| Closed | -$12K | – | 287 |
|
|
2024
Q4 | $12K | Hold |
63
| – | – | 0.01% | 148 |
|
|
2024
Q3 | $12.4K | Sell |
63
-30
| -32% | -$5.92K | 0.01% | 127 |
|
|
2024
Q2 | $16.9K | Sell |
93
-34,012
| -100% | -$6.19M | 0.01% | 143 |
|
|
2024
Q1 | $6.37M | Buy |
34,105
+34,042
| +54,035% | +$6.36M | 5.22% | 9 |
|
|
2023
Q4 | $11K | Buy |
+63
| New | +$11K | 0.01% | 106 |
|