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Conscious Wealth Investments’s iShares S&P 500 Value ETF IVE Stock Holding History

Conscious Wealth Investments’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 		– Sell
-1,551
Closed -$271K – 51
2023
Q4 		$271K Buy
+1,551
New +$249K 0.22% 46

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Conscious Wealth Investments's IVE Position: Q1 2024 in Review

Conscious Wealth Investments sold out of iShares S&P 500 Value ETF (IVE) in Q1 2024, closing a stake of 1,551 shares — an estimated $271K sold.

Conscious Wealth Investments first reported a position in IVE in Q4 2023 and held it in 1 quarter. The position peaked at $271K in Q4 2023. 1,352 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

  • Conscious Wealth Investments reported no remaining iShares S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Conscious Wealth Investments sold 1,551 iShares S&P 500 Value ETF shares in Q1 2024, an estimated $271K.
  • Conscious Wealth Investments first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 1 quarter.
  • Conscious Wealth Investments's iShares S&P 500 Value ETF position peaked at $271K in Q4 2023.
  • 1,352 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on Conscious Wealth Investments's 13F filing for Q1 2024, filed 24 Apr 2024.