Householder Group Estate & Retirement Specialist’s iShares S&P 500 Value ETF IVE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-24	Closed	-$4K	–	871
2024 Q3	$4K	Sell	24 -583	-96%	-$111K	﹤0.01%	957
2024 Q2	$110K	Hold	607	–	–	0.03%	336
2024 Q1	$113K	Hold	607	–	–	0.03%	326
2023 Q4	$105K	Hold	607	–	–	0.03%	328
2023 Q3	$93.4K	Buy	+607	New	+$98.1K	0.03%	325
2023 Q1	$94K	Buy	+617	New	+$93.2K	0.04%	318
2022 Q4	–	Sell	-626	Closed	-$80K	–	711
2022 Q3	$80K	Buy	+626	New	+$88.7K	0.03%	303

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IVE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 24 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in IVE in Q3 2022 and held it in 7 quarters. The position peaked at $113K in Q1 2024. 1,551 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 24 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $4K.
Householder Group Estate & Retirement Specialist first reported a position in iShares S&P 500 Value ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares S&P 500 Value ETF position peaked at $113K in Q1 2024.
1,551 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.