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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $880K | Buy |
3,876
+1,172
| +43% | +$262K | 0.06% | 99 |
|
|
2026
Q1 | $571K | Buy |
2,704
+285
| +12% | +$61.7K | 0.05% | 116 |
|
|
2025
Q4 | $513K | Buy |
2,419
+1,206
| +99% | +$253K | 0.05% | 126 |
|
|
2025
Q3 | $250K | Sell |
1,213
-28
| -2% | -$5.62K | 0.02% | 183 |
|
|
2025
Q2 | $243K | Buy |
1,241
+559
| +82% | +$104K | 0.03% | 135 |
|
|
2025
Q1 | $130K | Hold |
682
| – | – | 0.02% | 172 |
|
|
2024
Q4 | $130K | Sell |
682
-25
| -4% | -$4.96K | 0.02% | 177 |
|
|
2024
Q3 | $139K | Sell |
707
-1
| -0.1% | -$190 | 0.02% | 188 |
|
|
2024
Q2 | $129K | Buy |
708
+7
| +1% | +$1.27K | 0.01% | 236 |
|
|
2024
Q1 | $131K | Buy |
701
+37
| +6% | +$6.58K | 0.02% | 234 |
|
|
2023
Q4 | $115K | Sell |
664
-395
| -37% | -$63.5K | 0.02% | 95 |
|
|
2023
Q3 | $163K | Buy |
1,059
+393
| +59% | +$63.5K | 0.03% | 75 |
|
|
2023
Q2 | $107K | Sell |
666
-830
| -55% | -$128K | 0.02% | 195 |
|
|
2023
Q1 | $227K | Hold |
1,496
| – | – | 0.03% | 143 |
|
|
2022
Q4 | $217K | Hold |
1,496
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $192K | Buy |
1,496
+435
| +41% | +$61.6K | 0.03% | 151 |
|
|
2022
Q2 | $146K | Buy |
1,061
+394
| +59% | +$58.2K | 0.03% | 172 |
|
|
2022
Q1 | $104K | Buy |
667
+622
| +1,382% | +$95.7K | 0.02% | 170 |
|
|
2021
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 337 |
|
|
2021
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 285 |
|
|
2021
Q2 | $7K | Hold |
45
| – | – | ﹤0.01% | 302 |
|
|
2021
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 349 |
|
|
2020
Q4 | $6K | Sell |
45
-454
| -91% | -$54.9K | ﹤0.01% | 334 |
|
|
2020
Q3 | $56K | Sell |
499
-2,282
| -82% | -$259K | 0.03% | 119 |
|
|
2020
Q2 | $301K | Hold |
2,781
| – | – | 0.15% | 39 |
|
|
2020
Q1 | $268K | Sell |
2,781
-1,650
| -37% | -$196K | 0.16% | 35 |
|
|
2019
Q4 | $576K | Sell |
4,431
-1,924
| -30% | -$239K | 0.25% | 29 |
|
|
2019
Q3 | $757K | Hold |
6,355
| – | – | 0.35% | 22 |
|
|
2019
Q2 | $741K | Hold |
6,355
| – | – | 0.24% | 27 |
|
|
2019
Q1 | $716K | Hold |
6,355
| – | – | 0.23% | 23 |
|
|
2018
Q4 | $643K | Hold |
6,355
| – | – | 0.2% | 27 |
|
|
2018
Q3 | $736K | Hold |
6,355
| – | – | 0.62% | 22 |
|
|
2018
Q2 | $700K | Sell |
6,355
-473
| -7% | -$52.4K | 0.65% | 19 |
|
|
2018
Q1 | $747K | Sell |
6,828
-208
| -3% | -$23.8K | 0.73% | 18 |
|
|
2017
Q4 | $804K | Buy |
+7,036
| New | +$780K | 0.79% | 18 |
|
Other funds holding IVE
Crewe Advisors's IVE Position: Q2 2026 in Review
Crewe Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 43% in Q2 2026, buying an estimated $262K and bringing the position to 3,876 shares worth $880K. The position accounts for 0.06% of the portfolio, ranked #99.
Crewe Advisors first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Crewe Advisors held 3,876 shares of iShares S&P 500 Value ETF worth $880K as of Q2 2026.
- Crewe Advisors bought 1,172 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $262K.
- iShares S&P 500 Value ETF made up 0.06% of Crewe Advisors's portfolio in Q2 2026, its #99 holding.
- Crewe Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.