Crowley Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$289K	Buy	1,477 +80	+6%	+$15.6K	0.26%	55
2025 Q1	$266K	Sell	1,397 -320	-19%	-$61K	0.25%	57
2024 Q4	$328K	Buy	+1,717	New	+$328K	0.29%	51