SPP
Single Point Partners’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 | $254K | Hold |
1,299
| – | – | 0.06% | 72 |
|
|
2025
Q1 | $248K | Hold |
1,299
| – | – | 0.06% | 74 |
|
|
2024
Q4 | $248K | Buy |
+1,299
| New | +$248K | 0.06% | 67 |
|
|
2024
Q2 | – | Sell |
-1,299
| Closed | -$243K | – | 50 |
|
|
2024
Q1 | $243K | Hold |
1,299
| – | – | 0.06% | 69 |
|
|
2023
Q4 | $226K | Hold |
1,299
| – | – | 0.06% | 65 |
|
|
2023
Q3 | $201K | Buy |
+1,299
| New | +$201K | 0.05% | 73 |
|
|
2022
Q2 | – | Sell |
-2,780
| Closed | -$433K | – | 139 |
|
|
2022
Q1 | $433K | Buy |
2,780
+1,481
| +114% | +$231K | 0.11% | 61 |
|
|
2021
Q4 | $203K | Buy |
+1,299
| New | +$203K | 0.05% | 82 |
|