GoalVest Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History

GoalVest Advisory’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
2021 Q1	–	Sell	-184	Closed	-$24K	–	200
2020 Q4	$24K	Buy	+184	New	+$22.3K	0.02%	144

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

GoalVest Advisory's IVE Position: Q1 2021 in Review

GoalVest Advisory sold out of iShares S&P 500 Value ETF (IVE) in Q1 2021, closing a stake of 184 shares — an estimated $24K sold.

GoalVest Advisory first reported a position in IVE in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 914 funds tracked by Wall St. Rank hold IVE as of Q1 2021.

GoalVest Advisory reported no remaining iShares S&P 500 Value ETF position as of Q1 2021 after selling out during the quarter.
GoalVest Advisory sold 184 iShares S&P 500 Value ETF shares in Q1 2021, an estimated $24K.
GoalVest Advisory first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 1 quarter.
GoalVest Advisory's iShares S&P 500 Value ETF position peaked at $24K in Q4 2020.
914 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.