Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
|
|||||
|
2025
Q1 | $1.97M | Sell |
|
|||||
|
2024
Q4 | $15.8M | Buy |
|
|||||
|
2024
Q3 | $1.36M | Sell |
|
|||||
|
2024
Q2 | $1.25M | Sell |
|
|||||
|
2024
Q1 | $15.5M | Buy |
|
|||||
|
2023
Q4 | $13.2M | Buy |
|
|||||
|
2023
Q3 | $2.83M | Sell |
|
|||||
|
2023
Q2 | $9.1M | Buy |
|
|||||
|
2023
Q1 | $1.3M | Sell |
|
|||||
|
2022
Q4 | $12.5M | Buy |
|
|||||
|
2022
Q3 | $319K | Sell |
|
|||||
|
2022
Q2 | $12M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $21.6M | Buy |
|