First National Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

First National Corp’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	–	Sell	-1,632	Closed	-$256K	–	167
2021 Q4	$256K	Sell	1,632 -84	-5%	-$12.8K	0.06%	149
2021 Q3	$250K	Buy	+1,716	New	+$256K	0.06%	148
2021 Q2	–	Sell	-1,580	Closed	-$223K	–	152
2021 Q1	$223K	Hold	1,580	–	–	0.06%	145
2020 Q4	$202K	Buy	+1,580	New	+$191K	0.06%	148
2019 Q2	–	Sell	-933	Closed	-$105K	–	275
2019 Q1	$105K	Buy	933 +2	+0.2%	+$220	0.04%	177
2018 Q4	$94K	Buy	+931	New	+$102K	0.04%	188

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First National Corp's IVE Position: Q1 2022 in Review

First National Corp sold out of iShares S&P 500 Value ETF (IVE) in Q1 2022, closing a stake of 1,632 shares — an estimated $256K sold.

First National Corp first reported a position in IVE in Q4 2018 and held it in 6 quarters. The position peaked at $256K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IVE as of Q1 2022.

First National Corp reported no remaining iShares S&P 500 Value ETF position as of Q1 2022 after selling out during the quarter.
First National Corp sold 1,632 iShares S&P 500 Value ETF shares in Q1 2022, an estimated $256K.
First National Corp first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 6 quarters.
First National Corp's iShares S&P 500 Value ETF position peaked at $256K in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2022.

Based on First National Corp's 13F filing for Q1 2022, filed 26 Apr 2022.