Destination Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Destination Wealth Management’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	-1,926	Closed	-$335K	–	228
2023 Q4	$335K	Buy	+1,926	New	+$310K	0.01%	165
2023 Q2	–	Sell	-1,366	Closed	-$207K	–	218
2023 Q1	$207K	Buy	+1,366	New	+$206K	0.01%	197
2020 Q2	–	Sell	-3,091	Closed	-$298K	–	156
2020 Q1	$298K	Buy	+3,091	New	+$368K	0.02%	138
2019 Q3	–	Sell	-1,303	Closed	-$152K	–	315
2019 Q2	$152K	Buy	+1,303	New	+$149K	0.01%	150

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 22.9% 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

Destination Wealth Management's IVE Position: Q1 2024 in Review

Destination Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2024, closing a stake of 1,926 shares — an estimated $335K sold.

Destination Wealth Management first reported a position in IVE in Q2 2019 and held it in 4 quarters. The position peaked at $335K in Q4 2023. 1,359 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

Destination Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
Destination Wealth Management sold 1,926 iShares S&P 500 Value ETF shares in Q1 2024, an estimated $335K.
Destination Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2019 and held it in 4 quarters.
Destination Wealth Management's iShares S&P 500 Value ETF position peaked at $335K in Q4 2023.
1,359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on Destination Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.