RWM
Ritholtz Wealth Management’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 | $3.79M | Buy |
19,391
+15,953
| +464% | +$3.12M | 0.08% | 152 |
|
|
2025
Q1 | $655K | Buy |
3,438
+487
| +17% | +$92.8K | 0.02% | 515 |
|
|
2024
Q4 | $563K | Sell |
2,951
-165
| -5% | -$31.5K | 0.02% | 528 |
|
|
2024
Q3 | $614K | Sell |
3,116
-54
| -2% | -$10.6K | 0.02% | 510 |
|
|
2024
Q2 | $577K | Buy |
3,170
+302
| +11% | +$55K | 0.02% | 474 |
|
|
2024
Q1 | $536K | Sell |
2,868
-150
| -5% | -$28K | 0.02% | 507 |
|
|
2023
Q4 | $525K | Buy |
+3,018
| New | +$525K | 0.02% | 479 |
|