Hutchens & Kramer Investment Management Group’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 | $1.47M | Buy |
7,460
+477
| +7% | +$94.1K | 0.67% | 34 |
|
|
2025
Q1 | $1.33M | Buy |
6,983
+1,408
| +25% | +$268K | 0.73% | 31 |
|
|
2024
Q4 | $1.06M | Buy |
5,575
+179
| +3% | +$34.2K | 0.58% | 34 |
|
|
2024
Q3 | $1.06M | Buy |
5,396
+1,109
| +26% | +$218K | 0.59% | 35 |
|
|
2024
Q2 | $776K | Buy |
4,287
+377
| +10% | +$68.3K | 0.43% | 49 |
|
|
2024
Q1 | $726K | Buy |
+3,910
| New | +$726K | 0.43% | 49 |
|
|
2023
Q4 | – | Sell |
-1,938
| Closed | -$296K | – | 135 |
|
|
2023
Q3 | $296K | Buy |
+1,938
| New | +$296K | 0.24% | 80 |
|