Greenspring Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Greenspring 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
2023 Q2	–	Sell	-1,338	Closed	-$203K	–	100
2023 Q1	$203K	Buy	+1,338	New	+$202K	0.04%	120
2022 Q4	–	Sell	-1,635	Closed	-$210K	–	113
2022 Q3	$210K	Buy	1,635 +2	+0.1%	+$283	0.06%	100
2022 Q2	$225K	Sell	1,633 -539	-25%	-$79.6K	0.07%	98
2022 Q1	$338K	Sell	2,172 -236	-10%	-$36.3K	0.09%	72
2021 Q4	$377K	Buy	+2,408	New	+$366K	0.1%	72

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 22.96% 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

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

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

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

Greenspring Advisors's IVE Position: Q2 2023 in Review

Greenspring Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 1,338 shares — an estimated $203K sold.

Greenspring Advisors first reported a position in IVE in Q4 2021 and held it in 5 quarters. The position peaked at $377K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Greenspring Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Greenspring Advisors sold 1,338 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $203K.
Greenspring Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 5 quarters.
Greenspring Advisors's iShares S&P 500 Value ETF position peaked at $377K in Q4 2021.
1,145 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Greenspring Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.