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

Axiom Financial Strategies’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	–	Sell	-2,237	Closed	-$287K	–	51
2022 Q3	$287K	Sell	2,237 -1,554	-41%	-$220K	0.15%	51
2022 Q2	$521K	Buy	3,791 +1,850	+95%	+$273K	0.27%	44
2022 Q1	$286K	Buy	+1,941	New	+$299K	0.14%	50

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

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

Axiom Financial Strategies's IVE Position: Q4 2022 in Review

Axiom Financial Strategies sold out of iShares S&P 500 Value ETF (IVE) in Q4 2022, closing a stake of 2,237 shares — an estimated $287K sold.

Axiom Financial Strategies first reported a position in IVE in Q1 2022 and held it in 3 quarters. The position peaked at $521K in Q2 2022. 1,118 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

Axiom Financial Strategies reported no remaining iShares S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
Axiom Financial Strategies sold 2,237 iShares S&P 500 Value ETF shares in Q4 2022, an estimated $287K.
Axiom Financial Strategies first reported a position in iShares S&P 500 Value ETF in Q1 2022 and held it in 3 quarters.
Axiom Financial Strategies's iShares S&P 500 Value ETF position peaked at $521K in Q2 2022.
1,118 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.