RWS
Resolute Wealth 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
Q2 | $4.57M | Buy |
23,365
+23
| +0.1% | +$4.5K | 2.45% | 10 |
|
|
2025
Q1 | $4.45M | Sell |
23,342
-245
| -1% | -$46.7K | 2.48% | 10 |
|
|
2024
Q4 | $4.5M | Sell |
23,587
-768
| -3% | -$147K | 2.32% | 12 |
|
|
2024
Q3 | $4.8M | Sell |
24,355
-417
| -2% | -$82.2K | 2.49% | 11 |
|
|
2024
Q2 | $4.51M | Sell |
24,772
-109
| -0.4% | -$19.8K | 2.6% | 11 |
|
|
2024
Q1 | $4.65M | Sell |
24,881
-15,604
| -39% | -$2.92M | 2.82% | 10 |
|
|
2023
Q4 | $7.04M | Buy |
40,485
+1,005
| +3% | +$175K | 4.78% | 4 |
|
|
2023
Q3 | $6.07M | Sell |
39,480
-504
| -1% | -$77.5K | 4.54% | 5 |
|
|
2023
Q2 | $6.44M | Buy |
39,984
+117
| +0.3% | +$18.9K | 5% | 3 |
|
|
2023
Q1 | $6.05M | Buy |
+39,867
| New | +$6.05M | 5.15% | 3 |
|