Crescent Grove Advisors’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 | $1.24M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.42M | Hold |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $627K | Hold |
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|
2021
Q3 | $582K | Buy |
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|
2021
Q2 | $572K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Buy |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $244K | Buy |
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