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

Bromfield Sneider 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
2024 Q1	$602K	Hold	3,222	–	–	0.37%	27
2023 Q4	$560K	Hold	3,222	–	–	0.38%	26
2023 Q3	$496K	Hold	3,222	–	–	0.37%	25
2023 Q2	$519K	Hold	3,222	–	–	0.41%	23
2023 Q1	$489K	Hold	3,222	–	–	0.41%	22
2022 Q4	$467K	Hold	3,222	–	–	0.43%	20
2022 Q3	$414K	Hold	3,222	–	–	0.49%	18
2022 Q2	$443K	Hold	3,222	–	–	0.54%	17
2022 Q1	$502K	Hold	3,222	–	–	0.53%	13
2021 Q4	$505K	Buy	+3,222	New	+$490K	0.52%	14

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

Bromfield Sneider Wealth Advisors's IVE Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2024 at 3,222 shares worth $602K. The position accounts for 0.37% of the portfolio, ranked #27.

Bromfield Sneider Wealth Advisors first reported a position in IVE in Q4 2021 and has held it in 10 quarters since. 1,356 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

Bromfield Sneider Wealth Advisors held 3,222 shares of iShares S&P 500 Value ETF worth $602K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q1 2024.
iShares S&P 500 Value ETF made up 0.37% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #27 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 10 quarters since.
1,356 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.