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Apexium Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

Apexium Financial’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
2024
Q1 		– Sell
-5,373
Closed -$934K – 259
2023
Q4 		$934K Buy
+5,373
New +$864K 0.07% 119
2020
Q1 		– Sell
-3,320
Closed -$432K – 70
2019
Q4 		$432K Buy
+3,320
New +$413K 0.56% 36

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Apexium Financial's IVE Position: Q1 2024 in Review

Apexium Financial sold out of iShares S&P 500 Value ETF (IVE) in Q1 2024, closing a stake of 5,373 shares — an estimated $934K sold.

Apexium Financial first reported a position in IVE in Q4 2019 and held it in 2 quarters. The position peaked at $934K in Q4 2023. 1,356 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

  • Apexium Financial reported no remaining iShares S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Apexium Financial sold 5,373 iShares S&P 500 Value ETF shares in Q1 2024, an estimated $934K.
  • Apexium Financial first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 2 quarters.
  • Apexium Financial's iShares S&P 500 Value ETF position peaked at $934K in Q4 2023.
  • 1,356 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.