Align Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Align Wealth Management’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 Q4	$6.55K	Buy	+51	New	+$7.28K	0.01%	152

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

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

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

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

Align Wealth Management's IVE Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2022: 51 shares worth $6.55K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings.

1,116 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

Align Wealth Management held 51 shares of iShares S&P 500 Value ETF worth $6.55K as of Q4 2022.
iShares S&P 500 Value ETF was a new Align Wealth Management position in Q4 2022.
iShares S&P 500 Value ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #152 holding.
1,116 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.