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

BMS Financial 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 Q2	$260K	Sell	1,615 -2	-0.1%	-$308	0.17%	100
2023 Q1	$245K	Buy	+1,617	New	+$244K	0.17%	103

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BMS Financial Advisors's IVE Position: Q2 2023 in Review

BMS Financial Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.12% in Q2 2023, selling an estimated $308 and leaving 1,615 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #100.

BMS Financial Advisors first reported a position in IVE in Q1 2023 and has held it in 2 quarters since. 1,144 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

BMS Financial Advisors held 1,615 shares of iShares S&P 500 Value ETF worth $260K as of Q2 2023.
BMS Financial Advisors sold 2 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $308.
iShares S&P 500 Value ETF made up 0.17% of BMS Financial Advisors's portfolio in Q2 2023, its #100 holding.
BMS Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 2 quarters since.
1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.