Clear Perspectives Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$51K	Sell	336 -54	-14%	-$8.16K	0.03%	73
2022 Q4	$56.6K	Buy	390 +54	+16%	+$7.71K	0.03%	73
2022 Q3	$43K	Hold	336	–	–	0.02%	86
2022 Q2	$46K	Hold	336	–	–	0.02%	93
2022 Q1	$52K	Hold	336	–	–	0.02%	94
2021 Q4	$53K	Hold	336	–	–	0.02%	100
2021 Q3	$49K	Hold	336	–	–	0.02%	96
2021 Q2	$50K	Hold	336	–	–	0.02%	98
2021 Q1	$47K	Hold	336	–	–	0.03%	88
2020 Q4	$43K	Buy	+336	New	+$40.6K	0.03%	89

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

Clear Perspectives Financial Planning's IVE Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares S&P 500 Value ETF (IVE) stake by 14% in Q1 2023, selling an estimated $8.16K and leaving 336 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #73.

Clear Perspectives Financial Planning first reported a position in IVE in Q4 2020 and has held it in 10 quarters since. The position peaked at $56.6K in Q4 2022. 1,122 funds tracked by Wall St. Rank hold IVE as of Q1 2023.

Clear Perspectives Financial Planning held 336 shares of iShares S&P 500 Value ETF worth $51K as of Q1 2023.
Clear Perspectives Financial Planning sold 54 iShares S&P 500 Value ETF shares in Q1 2023, an estimated $8.16K.
iShares S&P 500 Value ETF made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #73 holding.
Clear Perspectives Financial Planning first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares S&P 500 Value ETF position peaked at $56.6K in Q4 2022.
1,122 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.