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

Atlas Private 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
2021 Q4	–	Sell	-35	Closed	-$5K	–	424
2021 Q3	$5K	Hold	35	–	–	﹤0.01%	568
2021 Q2	$5K	Sell	35 -1,000	-97%	-$147K	﹤0.01%	573
2021 Q1	$146K	Hold	1,035	–	–	0.08%	126
2020 Q4	$133K	Hold	1,035	–	–	0.09%	126
2020 Q3	$116K	Hold	1,035	–	–	0.1%	130
2020 Q2	$112K	Buy	+1,035	New	+$110K	0.1%	138

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 22.9% 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

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

Atlas Private Wealth Advisors's IVE Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2021, closing a stake of 35 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in IVE in Q2 2020 and held it in 6 quarters. The position peaked at $146K in Q1 2021. 1,039 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 35 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $5K.
Atlas Private Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares S&P 500 Value ETF position peaked at $146K in Q1 2021.
1,039 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.