SWM
SilverOak Wealth Management’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 | $19.3M | Buy |
98,587
+857
| +0.9% | +$167K | 3.62% | 8 |
|
|
2025
Q1 | $18.6M | Buy |
97,730
+3,016
| +3% | +$575K | 4.03% | 8 |
|
|
2024
Q4 | $18.1M | Buy |
94,714
+869
| +0.9% | +$166K | 3.89% | 6 |
|
|
2024
Q3 | $18.5M | Sell |
93,845
-311
| -0.3% | -$61.3K | 4.15% | 6 |
|
|
2024
Q2 | $17.1M | Sell |
94,156
-627
| -0.7% | -$114K | 4.12% | 6 |
|
|
2024
Q1 | $17.7M | Sell |
94,783
-3,605
| -4% | -$673K | 4.4% | 6 |
|
|
2023
Q4 | $17.1M | Buy |
+98,388
| New | +$17.1M | 4.62% | 6 |
|