Crewe Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $104M | Buy |
|
|||||
|
2024
Q4 | $106M | Buy |
|
|||||
|
2024
Q3 | $94.7M | Buy |
|
|||||
|
2024
Q2 | $84.5M | Buy |
|
|||||
|
2024
Q1 | $75.9M | Buy |
|
|||||
|
2023
Q4 | $67M | Sell |
|
|||||
|
2023
Q3 | $67.9M | Buy |
|
|||||
|
2023
Q2 | $68.1M | Buy |
|
|||||
|
2023
Q1 | $62M | Buy |
|
|||||
|
2022
Q4 | $56.6M | Buy |
|
|||||
|
2022
Q3 | $49.2M | Buy |
|
|||||
|
2022
Q2 | $48.6M | Buy |
|
|||||
|
2022
Q1 | $53.6M | Buy |
|
|||||
|
2021
Q4 | $51.9M | Buy |
|
|||||
|
2021
Q3 | $43.4M | Buy |
|
|||||
|
2021
Q2 | $40M | Buy |
|
|||||
|
2021
Q1 | $32.1M | Buy |
|
|||||
|
2020
Q4 | $27.2M | Buy |
|
|||||
|
2020
Q3 | $21.7M | Buy |
|
|||||
|
2020
Q2 | $19.1M | Buy |
|
|||||
|
2020
Q1 | $15.6M | Buy |
|
|||||
|
2019
Q4 | $17.5M | Buy |
|
|||||
|
2019
Q3 | $15.5M | Sell |
|
|||||
|
2019
Q2 | $15.6M | Buy |
|
|||||
|
2019
Q1 | $13M | Sell |
|
|||||
|
2018
Q4 | $13.2M | Sell |
|
|||||
|
2018
Q3 | $15.6M | Buy |
|
|||||
|
2018
Q2 | $13.7M | Buy |
|
|||||
|
2018
Q1 | $12.8M | Sell |
|
|||||
|
2017
Q4 | $13.3M | Buy |
|