RWPA
Richard W. Paul & Associates’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 |
-17
| Closed | -$3.25K | – | 425 |
|
|
2024
Q4 | $3.25K | Hold |
17
| – | – | ﹤0.01% | 381 |
|
|
2024
Q3 | $3.35K | Hold |
17
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $3.09K | Hold |
17
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $3.18K | Hold |
17
| – | – | ﹤0.01% | 390 |
|
|
2023
Q4 | $2.96K | Hold |
17
| – | – | ﹤0.01% | 384 |
|
|
2023
Q3 | $2.62K | Hold |
17
| – | – | ﹤0.01% | 385 |
|
|
2023
Q2 | $2.74K | Hold |
17
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $2.58K | Hold |
17
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $2.47K | Buy |
+17
| New | +$2.47K | ﹤0.01% | 417 |
|