SAW
Signal Advisors Wealth’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 | $1.75M | Buy |
8,959
+2,842
| +46% | +$555K | 0.14% | 152 |
|
|
2025
Q1 | $1.17M | Sell |
6,117
-2,922
| -32% | -$557K | 0.11% | 173 |
|
|
2024
Q4 | $1.73M | Sell |
9,039
-3,874
| -30% | -$740K | 0.2% | 120 |
|
|
2024
Q3 | $2.55M | Buy |
+12,913
| New | +$2.55M | 0.36% | 69 |
|
|
2024
Q2 | – | Sell |
-14,476
| Closed | -$2.7M | – | 178 |
|
|
2024
Q1 | $2.7M | Buy |
14,476
+7,839
| +118% | +$1.46M | 0.67% | 42 |
|
|
2023
Q4 | $1.15M | Buy |
+6,637
| New | +$1.15M | 0.4% | 63 |
|