Hutchens & Kramer Investment Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.49M Sell
2025
Q2
$1.47M Buy
2025
Q1
$1.33M Buy
2024
Q4
$1.06M Buy
2024
Q3
$1.06M Buy
2024
Q2
$776K Buy
2024
Q1
$726K Buy
2023
Q4
Sell
2023
Q3
$296K Buy