Hayden Royal’s iShares S&P 500 Value ETF IVE Stock Holding History

Hayden Royal’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 Q4	$1.72M	Buy	10,972 +34	+0.3%	+$5.17K	4.02%	2
2021 Q3	$1.59M	Buy	10,938 +538	+5%	+$80.2K	2.6%	9
2021 Q2	$1.53M	Buy	10,400 +45	+0.4%	+$6.63K	0.85%	27
2021 Q1	$1.46M	Sell	10,355 -414	-4%	-$55.7K	0.84%	28
2020 Q4	$1.38M	Buy	10,769 +806	+8%	+$97.5K	0.75%	25
2020 Q3	$1.12M	Buy	9,963 +1,353	+16%	+$153K	0.6%	41
2020 Q2	$932K	Sell	8,610 -232	-3%	-$24.6K	0.52%	43
2020 Q1	$851K	Buy	8,842 +1,308	+17%	+$156K	0.5%	50
2019 Q4	$987K	Buy	7,534 +1,458	+24%	+$181K	0.5%	49
2019 Q3	$724K	Buy	6,076 +3,214	+112%	+$377K	0.64%	52
2019 Q2	$339K	Buy	2,862 +215	+8%	+$24.6K	0.36%	92
2019 Q1	$298K	Sell	2,647 -2,895	-52%	-$318K	0.39%	84
2018 Q4	$561K	Buy	+5,542	New	+$606K	0.29%	79

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

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

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

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

Hayden Royal's IVE Position: Q4 2021 in Review

Hayden Royal increased its iShares S&P 500 Value ETF (IVE) stake by 0.31% in Q4 2021, buying an estimated $5.17K and bringing the position to 10,972 shares worth $1.72M. The position accounts for 4.02% of the portfolio, ranked #2.

Hayden Royal first reported a position in IVE in Q4 2018 and has held it in 13 quarters since. 1,036 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Hayden Royal held 10,972 shares of iShares S&P 500 Value ETF worth $1.72M as of Q4 2021.
Hayden Royal bought 34 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $5.17K.
iShares S&P 500 Value ETF made up 4.02% of Hayden Royal's portfolio in Q4 2021, its #2 holding.
Hayden Royal first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 13 quarters since.
1,036 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.