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Crown Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Crown Wealth Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,963
Closed -$464K – 110
2021
Q4 		$464K Buy
+2,963
New +$464K 0.43% 46