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

Hoover Financial 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
2021 Q2	$198K	Buy	1,343 +5	+0.4%	+$736	0.04%	138
2021 Q1	$199K	Buy	1,338 +7	+0.5%	+$942	0.04%	126
2020 Q4	$176K	Buy	1,331 +8	+0.6%	+$968	0.04%	122
2020 Q3	$149K	Buy	1,323 +9	+0.7%	+$1.02K	0.05%	108
2020 Q2	$142K	Buy	+1,314	New	+$139K	0.05%	114

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 $424B AUM 22.96% 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

Hoover Financial Advisors's IVE Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.37% in Q2 2021, buying an estimated $736 and bringing the position to 1,343 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #138.

Hoover Financial Advisors first reported a position in IVE in Q2 2020 and has held it in 5 quarters since. The position peaked at $199K in Q1 2021. 930 funds tracked by Wall St. Rank hold IVE as of Q2 2021.

Hoover Financial Advisors held 1,343 shares of iShares S&P 500 Value ETF worth $198K as of Q2 2021.
Hoover Financial Advisors bought 5 iShares S&P 500 Value ETF shares in Q2 2021, an estimated $736.
iShares S&P 500 Value ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #138 holding.
Hoover Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's iShares S&P 500 Value ETF position peaked at $199K in Q1 2021.
930 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.