RFA
Resurgent 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 | $1.12M | Buy |
5,745
+341
| +6% | +$66.6K | 0.62% | 44 |
|
|
2025
Q1 | $1.03M | Buy |
5,404
+1,509
| +39% | +$288K | 0.62% | 42 |
|
|
2024
Q4 | $743K | Sell |
3,895
-913
| -19% | -$174K | 0.44% | 63 |
|
|
2024
Q3 | $948K | Buy |
4,808
+128
| +3% | +$25.2K | 0.55% | 47 |
|
|
2024
Q2 | $852K | Buy |
4,680
+132
| +3% | +$24K | 0.53% | 50 |
|
|
2024
Q1 | $850K | Buy |
4,548
+2,775
| +157% | +$518K | 0.45% | 61 |
|
|
2023
Q4 | $308K | Buy |
+1,773
| New | +$308K | 0.19% | 131 |
|
|
2023
Q1 | – | Sell |
-10,914
| Closed | -$1.58M | – | 554 |
|
|
2022
Q4 | $1.58M | Sell |
10,914
-32
| -0.3% | -$4.64K | 0.83% | 24 |
|
|
2022
Q3 | $1.41M | Buy |
10,946
+90
| +0.8% | +$11.6K | 0.94% | 23 |
|
|
2022
Q2 | $1.49M | Buy |
+10,856
| New | +$1.49M | 0.96% | 21 |
|