SWC
Spectrum Wealth Counsel’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
Q1 | $15.3M | Buy |
80,206
+14,368
| +22% | +$2.74M | 1.83% | 11 |
|
|
2024
Q4 | $12.6M | Sell |
65,838
-2,196
| -3% | -$419K | 1.48% | 16 |
|
|
2024
Q3 | $13.4M | Buy |
68,034
+2,023
| +3% | +$399K | 1.58% | 15 |
|
|
2024
Q2 | $12M | Buy |
66,011
+56,375
| +585% | +$10.3M | 1.52% | 16 |
|
|
2024
Q1 | $1.8M | Hold |
9,636
| – | – | 0.22% | 74 |
|
|
2023
Q4 | $1.68M | Buy |
+9,636
| New | +$1.68M | 0.23% | 73 |
|