SIA
Schechter Investment 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
Q1 | $3.26M | Buy |
17,081
+304
| +2% | +$57.9K | 0.27% | 76 |
|
|
2024
Q4 | $3.2M | Hold |
16,777
| – | – | 0.25% | 79 |
|
|
2024
Q3 | $3.31M | Hold |
16,777
| – | – | 0.24% | 79 |
|
|
2024
Q2 | $3.05M | Hold |
16,777
| – | – | 0.23% | 84 |
|
|
2024
Q1 | $3.13M | Sell |
16,777
-59
| -0.4% | -$11K | 0.23% | 75 |
|
|
2023
Q4 | $2.93M | Sell |
16,836
-159
| -0.9% | -$27.6K | 0.25% | 75 |
|
|
2023
Q3 | $2.61M | Hold |
16,995
| – | – | 0.25% | 75 |
|
|
2023
Q2 | $2.74M | Sell |
16,995
-334
| -2% | -$53.8K | 0.25% | 75 |
|
|
2023
Q1 | $2.63M | Sell |
17,329
-67
| -0.4% | -$10.2K | 0.24% | 80 |
|
|
2022
Q4 | $2.52M | Hold |
17,396
| – | – | 0.23% | 86 |
|
|
2022
Q3 | $2.24M | Sell |
17,396
-268
| -2% | -$34.4K | 0.22% | 81 |
|
|
2022
Q2 | $2.43M | Hold |
17,664
| – | – | 0.24% | 66 |
|
|
2022
Q1 | $2.75M | Hold |
17,664
| – | – | 0.26% | 61 |
|
|
2021
Q4 | $2.77M | Buy |
+17,664
| New | +$2.77M | 0.25% | 70 |
|