Dixon Hughes Goodman Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Dixon Hughes Goodman 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
2022 Q1	$206K	Hold	1,321	–	–	0.06%	170
2021 Q4	$207K	Buy	+1,321	New	+$201K	0.07%	146

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IVE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2022 at 1,321 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #170.

Dixon Hughes Goodman Wealth Advisors first reported a position in IVE in Q4 2021 and has held it in 2 quarters since. The position peaked at $207K in Q4 2021. 1,072 funds tracked by Wall St. Rank hold IVE as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 1,321 shares of iShares S&P 500 Value ETF worth $206K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q1 2022.
iShares S&P 500 Value ETF made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #170 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's iShares S&P 500 Value ETF position peaked at $207K in Q4 2021.
1,072 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.