Crestwood Advisors Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Crestwood Advisors Group’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	$2.13M	Buy
2025 Q1	$2.05M	Buy
2024 Q4	$1.93M	Buy
2024 Q3	$1.9M	Sell
2024 Q2	$2M	Buy
2024 Q1	$1.93M	Buy
2023 Q4	$1.74M	Sell
2023 Q3	$1.58M	Buy
2021 Q2	–	Sell
2021 Q1	$268K	Buy