Ahrens Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$239K	Sell	1,578 -70	-4%	-$10.6K	0.12%	124
2022 Q4	$239K	Hold	1,648	–	–	0.11%	147
2022 Q3	$212K	Hold	1,648	–	–	0.11%	139
2022 Q2	$227K	Buy	1,648 +10	+0.6%	+$1.48K	0.1%	147
2022 Q1	$255K	Hold	1,638	–	–	0.08%	155
2021 Q4	$256K	Buy	1,638 +4	+0.2%	+$608	0.11%	154
2021 Q3	$238K	Buy	1,634 +95	+6%	+$14.2K	0.11%	175
2021 Q2	$227K	Buy	+1,539	New	+$227K	0.1%	204

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Ahrens Investment Partners's IVE Position: Q1 2023 in Review

Ahrens Investment Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 4.2% in Q1 2023, selling an estimated $10.6K and leaving 1,578 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #124.

Ahrens Investment Partners first reported a position in IVE in Q2 2021 and has held it in 8 quarters since. The position peaked at $256K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold IVE as of Q1 2023.

Ahrens Investment Partners held 1,578 shares of iShares S&P 500 Value ETF worth $239K as of Q1 2023.
Ahrens Investment Partners sold 70 iShares S&P 500 Value ETF shares in Q1 2023, an estimated $10.6K.
iShares S&P 500 Value ETF made up 0.12% of Ahrens Investment Partners's portfolio in Q1 2023, its #124 holding.
Ahrens Investment Partners first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 8 quarters since.
Ahrens Investment Partners's iShares S&P 500 Value ETF position peaked at $256K in Q4 2021.
1,123 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.