Crewe 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 | $243K | Buy |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $130K | Sell |
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|
2024
Q3 | $139K | Sell |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $115K | Sell |
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|
2023
Q3 | $163K | Buy |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $192K | Buy |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $56K | Sell |
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|
2020
Q2 | $301K | Hold |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $576K | Sell |
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|
2019
Q3 | $757K | Hold |
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|
2019
Q2 | $741K | Hold |
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|
2019
Q1 | $716K | Hold |
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|
2018
Q4 | $643K | Hold |
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|
2018
Q3 | $736K | Hold |
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|
2018
Q2 | $700K | Sell |
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|
2018
Q1 | $747K | Sell |
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|
2017
Q4 | $804K | Buy |
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