WAG
Wiser Advisor Group’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 | – | Sell |
-1,001
| Closed | -$191K | – | 146 |
|
|
2025
Q1 | $191K | Buy |
1,001
+4
| +0.4% | +$762 | 0.28% | 49 |
|
|
2024
Q4 | $190K | Buy |
997
+5
| +0.5% | +$955 | 0.28% | 49 |
|
|
2024
Q3 | $196K | Buy |
992
+5
| +0.5% | +$986 | 0.29% | 51 |
|
|
2024
Q2 | $180K | Buy |
987
+196
| +25% | +$35.7K | 0.28% | 51 |
|
|
2024
Q1 | $148K | Buy |
791
+770
| +3,667% | +$144K | 0.23% | 56 |
|
|
2023
Q4 | $3.7K | Buy |
+21
| New | +$3.7K | 0.01% | 237 |
|