Armor Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Armor Investment Advisors’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	-1	Closed	-$178	–	166
2023 Q4	$217	Hold	1	–	–	﹤0.01%	160
2023 Q3	$190	Hold	1	–	–	﹤0.01%	153
2023 Q2	$199	Hold	1	–	–	﹤0.01%	159
2023 Q1	$187	Hold	1	–	–	﹤0.01%	173
2022 Q4	$178	Sell	1 -80	-99%	-$11.4K	﹤0.01%	171
2022 Q3	$10K	Buy	81 +1	+1%	+$142	0.01%	152
2022 Q2	$11K	Hold	80	–	–	0.01%	152
2022 Q1	$12K	Hold	80	–	–	0.01%	156
2021 Q4	$12K	Buy	80 +1	+1%	+$152	0.01%	146
2021 Q3	$12K	Hold	79	–	–	0.01%	148
2021 Q2	$12K	Buy	79 +1	+1%	+$147	0.01%	151
2021 Q1	$11K	Sell	78 -3	-4%	-$404	0.01%	148
2020 Q4	$10K	Hold	81	–	–	0.01%	151
2020 Q3	$9K	Hold	81	–	–	0.01%	127
2020 Q2	$9K	Buy	81 +1	+1%	+$106	0.01%	125
2020 Q1	$8K	Hold	80	–	–	0.01%	126
2019 Q4	$10K	Buy	80 +1	+1%	+$124	0.01%	141
2019 Q3	$9K	Hold	79	–	–	0.01%	134
2019 Q2	$9K	Buy	79 +1	+1%	+$115	0.01%	135
2019 Q1	$9K	Hold	78	–	–	0.01%	139
2018 Q4	$8K	Buy	78 +1	+1%	+$109	0.01%	121
2018 Q3	$9K	Buy	77 +1	+1%	+$115	0.01%	131
2018 Q2	$8K	Hold	76	–	–	0.01%	138
2018 Q1	$8K	Hold	76	–	–	0.01%	141
2017 Q4	$9K	Hold	76	–	–	0.01%	135
2017 Q3	$8K	Buy	76 +1	+1%	+$106	0.01%	133
2017 Q2	$8K	Hold	75	–	–	0.01%	121
2017 Q1	$8K	Buy	75 +1	+1%	+$104	0.01%	126
2016 Q4	$8K	Buy	+74	New	+$7.22K	0.01%	128

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Armor Investment Advisors's IVE Position: Q1 2024 in Review

Armor Investment Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2024, closing a stake of 1 share — an estimated $178 sold.

Armor Investment Advisors first reported a position in IVE in Q4 2016 and held it in 29 quarters. The position peaked at $12K in Q1 2022. 1,356 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

Armor Investment Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
Armor Investment Advisors sold 1 iShares S&P 500 Value ETF share in Q1 2024, an estimated $178.
Armor Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2016 and held it in 29 quarters.
Armor Investment Advisors's iShares S&P 500 Value ETF position peaked at $12K in Q1 2022.
1,356 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on Armor Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.