Artemis Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Artemis Wealth 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
2023 Q4	–	Sell	-8	Closed	-$1.27K	–	51
2023 Q3	$1.27K	Hold	8	–	–	﹤0.01%	68
2023 Q2	$1.33K	Hold	8	–	–	﹤0.01%	68
2023 Q1	$1.25K	Hold	8	–	–	﹤0.01%	59
2022 Q4	$1.19K	Hold	8	–	–	﹤0.01%	68
2022 Q3	$1.04K	Hold	8	–	–	﹤0.01%	94
2022 Q2	$1.11K	Hold	8	–	–	﹤0.01%	117
2022 Q1	$1.25K	Buy	+8	New	+$1.23K	﹤0.01%	59

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Artemis Wealth Advisors's IVE Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2023, closing a stake of 8 shares — an estimated $1.27K sold.

Artemis Wealth Advisors first reported a position in IVE in Q1 2022 and held it in 7 quarters. The position peaked at $1.33K in Q2 2023. 1,259 funds tracked by Wall St. Rank hold IVE as of Q4 2023.

Artemis Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 8 iShares S&P 500 Value ETF shares in Q4 2023, an estimated $1.27K.
Artemis Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2022 and held it in 7 quarters.
Artemis Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.33K in Q2 2023.
1,259 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.