SAI
Savvy Advisors Inc’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 | $1.11M | Sell |
5,688
-794
| -12% | -$155K | 0.07% | 201 |
|
|
2025
Q1 | $1.24M | Buy |
6,482
+3,055
| +89% | +$582K | 0.12% | 138 |
|
|
2024
Q4 | $654K | Buy |
3,427
+701
| +26% | +$134K | 0.08% | 206 |
|
|
2024
Q3 | $537K | Buy |
2,726
+135
| +5% | +$26.6K | 0.11% | 175 |
|
|
2024
Q2 | $472K | Buy |
2,591
+679
| +36% | +$124K | 0.15% | 147 |
|
|
2024
Q1 | $357K | Buy |
1,912
+452
| +31% | +$84.4K | 0.21% | 138 |
|
|
2023
Q4 | $254K | Buy |
+1,460
| New | +$254K | 0.25% | 128 |
|