SVWG
Shared Vision Wealth Group’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 | $4.73M | Buy |
24,025
+2,072
| +9% | +$408K | 2.36% | 10 |
|
|
2025
Q1 | $4.18M | Buy |
21,953
+5,390
| +33% | +$1.03M | 2.28% | 9 |
|
|
2024
Q4 | $3.16M | Buy |
16,563
+396
| +2% | +$75.6K | 1.66% | 13 |
|
|
2024
Q3 | $3.19M | Buy |
16,167
+132
| +0.8% | +$26K | 1.7% | 11 |
|
|
2024
Q2 | $2.92M | Buy |
16,035
+1,436
| +10% | +$261K | 1.7% | 10 |
|
|
2024
Q1 | $2.73M | Buy |
+14,599
| New | +$2.73M | 1.7% | 12 |
|