Chris Bulman’s iShares S&P 500 Value ETF IVE Stock Holding History

Chris Bulman’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 Q3	–	Sell	-463	Closed	-$84.3K	–	264
2024 Q2	$84.3K	Buy	+463	New	+$84.3K	0.06%	147

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Chris Bulman's IVE Position: Q3 2024 in Review

Chris Bulman sold out of iShares S&P 500 Value ETF (IVE) in Q3 2024, closing a stake of 463 shares — an estimated $84.3K sold.

Chris Bulman first reported a position in IVE in Q2 2024 and held it in 1 quarter. The position peaked at $84.3K in Q2 2024. 1,444 funds tracked by Wall St. Rank hold IVE as of Q3 2024.

Chris Bulman reported no remaining iShares S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
Chris Bulman sold 463 iShares S&P 500 Value ETF shares in Q3 2024, an estimated $84.3K.
Chris Bulman first reported a position in iShares S&P 500 Value ETF in Q2 2024 and held it in 1 quarter.
Chris Bulman's iShares S&P 500 Value ETF position peaked at $84.3K in Q2 2024.
1,444 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.