Abundance Wealth Counselors’s iShares S&P 500 Value ETF IVE Stock Holding History

Abundance Wealth Counselors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,313	Closed	-$455K	–	143
2022 Q2	$455K	Hold	3,313	–	–	0.12%	95
2022 Q1	$516K	Buy	+3,313	New	+$510K	0.14%	86

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abundance Wealth Counselors's IVE Position: Q3 2022 in Review

Abundance Wealth Counselors sold out of iShares S&P 500 Value ETF (IVE) in Q3 2022, closing a stake of 3,313 shares — an estimated $455K sold.

Abundance Wealth Counselors first reported a position in IVE in Q1 2022 and held it in 2 quarters. The position peaked at $516K in Q1 2022. 1,045 funds tracked by Wall St. Rank hold IVE as of Q3 2022.

Abundance Wealth Counselors reported no remaining iShares S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
Abundance Wealth Counselors sold 3,313 iShares S&P 500 Value ETF shares in Q3 2022, an estimated $455K.
Abundance Wealth Counselors first reported a position in iShares S&P 500 Value ETF in Q1 2022 and held it in 2 quarters.
Abundance Wealth Counselors's iShares S&P 500 Value ETF position peaked at $516K in Q1 2022.
1,045 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2022.

Based on Abundance Wealth Counselors's 13F filing for Q3 2022, filed 1 Nov 2022.