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Criterion Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Criterion Capital Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$129K Hold
707
– – 0.08% 84
2024
Q3 		$129K Hold
707
– – 0.08% 84
2024
Q2 		$129K Buy
707
+118
+20% +$21.5K 0.08% 84
2024
Q1 		$110K Buy
+589
New +$110K 0.07% 91