WR Wealth Planners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $340K | Sell |
|
|||||
|
2024
Q3 | $799K | Buy |
|
|||||
|
2024
Q2 | $700K | Buy |
|
|||||
|
2024
Q1 | $708K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $12.3K | Hold |
|
|||||
|
2023
Q2 | $12.9K | Hold |
|
|||||
|
2023
Q1 | $12.1K | Hold |
|
|||||
|
2022
Q4 | $11.5K | Buy |
|
|||||
|
2022
Q3 | $10.2K | Hold |
|
|||||
|
2022
Q2 | $10.8K | Buy |
|
|||||
|
2022
Q1 | $12.2K | Buy |
|