SVWG
Shared Vision Wealth Group’s iShares Morningstar Value ETF ILCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Sell |
9,065
-2,016
| -18% | -$169K | 0.38% | 41 |
|
|
2025
Q1 | $903K | Buy |
11,081
+2,791
| +34% | +$227K | 0.49% | 31 |
|
|
2024
Q4 | $671K | Buy |
8,290
+37
| +0.4% | +$3K | 0.35% | 42 |
|
|
2024
Q3 | $678K | Sell |
8,253
-2
| -0% | -$164 | 0.36% | 39 |
|
|
2024
Q2 | $630K | Buy |
8,255
+65
| +0.8% | +$4.96K | 0.37% | 40 |
|
|
2024
Q1 | $629K | Hold |
8,190
| – | – | 0.39% | 38 |
|
|
2023
Q4 | $578K | Buy |
+8,190
| New | +$578K | 0.39% | 37 |
|