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Harvest Group Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Harvest Group Wealth Management’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
Q1 		$779 Sell
5
-12
-71% -$1.81K ﹤0.01% 159
2022
Q4 		$2.48K Sell
17
-28,811
-100% -$4.11M ﹤0.01% 112
2022
Q3 		$3.93M Sell
28,828
-195
-0.7% -$27.6K 2.63% 15
2022
Q2 		$4.19M Buy
29,023
+903
+3% +$133K 2.59% 15
2022
Q1 		$4.38M Buy
+28,120
New +$4.33M 2.49% 16
2020
Q2 		– Sell
-117
Closed -$11K – 663
2020
Q1 		$11K Hold
117
– – 0.01% 194
2019
Q4 		$15K Buy
117
+1
+0.9% +$124 0.01% 188
2019
Q3 		$14K Buy
+116
New +$13.6K 0.02% 206

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return