Creekmur Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Creekmur Asset Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$189K	Sell
2025 Q1	$223K	Sell
2024 Q4	$234K	Buy
2024 Q3	$241K	Sell
2024 Q2	$233K	Sell
2024 Q1	$351K	Sell
2023 Q4	$607K	Buy