Financial Planners of Cleveland’s iShares S&P 500 Value ETF IVE Stock Holding History

Financial Planners of Cleveland’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 Q2	–	Sell	-1,340	Closed	-$209K	–	20
2022 Q1	$209K	Sell	1,340 -1,231	-48%	-$189K	0.09%	52
2021 Q4	$408K	Buy	+2,571	New	+$391K	0.17%	46

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 $424B AUM 22.94% 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

Financial Planners of Cleveland's IVE Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of iShares S&P 500 Value ETF (IVE) in Q2 2022, closing a stake of 1,340 shares — an estimated $209K sold.

Financial Planners of Cleveland first reported a position in IVE in Q4 2021 and held it in 2 quarters. The position peaked at $408K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold IVE as of Q2 2022.

Financial Planners of Cleveland reported no remaining iShares S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 1,340 iShares S&P 500 Value ETF shares in Q2 2022, an estimated $209K.
Financial Planners of Cleveland first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 2 quarters.
Financial Planners of Cleveland's iShares S&P 500 Value ETF position peaked at $408K in Q4 2021.
1,062 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.