Hardy Reed’s iShares S&P 500 Value ETF IVE Stock Holding History

Hardy Reed’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	-5,529	Closed	-$839K	–	108
2023 Q1	$839K	Sell	5,529 -659	-11%	-$99.6K	0.15%	43
2022 Q4	$898K	Buy	+6,188	New	+$883K	0.17%	43
2022 Q1	–	Sell	-6,188	Closed	-$969K	–	94
2021 Q4	$969K	Buy	6,188 +339	+6%	+$51.6K	0.16%	36
2021 Q3	$851K	Hold	5,849	–	–	0.15%	42
2021 Q2	$864K	Hold	5,849	–	–	0.15%	40
2021 Q1	$826K	Buy	5,849 +284	+5%	+$38.2K	0.16%	40
2020 Q4	$712K	Hold	5,565	–	–	0.15%	43
2020 Q3	$626K	Buy	+5,565	New	+$631K	0.16%	41

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

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

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

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

Hardy Reed's IVE Position: Q2 2023 in Review

Hardy Reed sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 5,529 shares — an estimated $839K sold.

Hardy Reed first reported a position in IVE in Q3 2020 and held it in 8 quarters. The position peaked at $969K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Hardy Reed reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Hardy Reed sold 5,529 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $839K.
Hardy Reed first reported a position in iShares S&P 500 Value ETF in Q3 2020 and held it in 8 quarters.
Hardy Reed's iShares S&P 500 Value ETF position peaked at $969K in Q4 2021.
1,145 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Hardy Reed's 13F filing for Q2 2023, filed 14 Aug 2023.