WWA
WCG Wealth Advisors’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 | $7.48M | Buy |
38,278
+1,059
| +3% | +$207K | 0.48% | 63 |
|
|
2025
Q1 | $7.09M | Buy |
37,219
+10,452
| +39% | +$1.99M | 0.54% | 56 |
|
|
2024
Q4 | $5.11M | Buy |
26,767
+592
| +2% | +$113K | 0.34% | 88 |
|
|
2024
Q3 | $5.16M | Buy |
26,175
+1,257
| +5% | +$248K | 0.35% | 87 |
|
|
2024
Q2 | $4.54M | Buy |
+24,918
| New | +$4.54M | 0.34% | 82 |
|