Hudock Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Hudock Inc’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
2022 Q4	–	Sell	-65	Closed	-$8K	–	417
2022 Q3	$8K	Sell	65 -23	-26%	-$3.26K	﹤0.01%	550
2022 Q2	$12K	Sell	88 -1	-1%	-$148	﹤0.01%	494
2022 Q1	$13K	Hold	89	–	–	﹤0.01%	510
2021 Q4	$13K	Sell	89 -2	-2%	-$304	﹤0.01%	501
2021 Q3	$13K	Hold	91	–	–	﹤0.01%	518
2021 Q2	$13K	Hold	91	–	–	﹤0.01%	502
2021 Q1	$12K	Buy	91 +63	+225%	+$8.48K	﹤0.01%	511
2020 Q4	$3K	Buy	+28	New	+$3.39K	﹤0.01%	645
2017 Q3	–	Sell	-38	Closed	-$4K	–	653
2017 Q2	$4K	Hold	38	–	–	﹤0.01%	480
2017 Q1	$3K	Sell	38 -3,135	-99%	-$326K	﹤0.01%	482
2016 Q4	$321K	Buy	+3,173	New	+$310K	0.18%	66
2016 Q2	–	Sell	-100	Closed	-$8K	–	599
2016 Q1	$8K	Buy	+100	New	+$8.53K	﹤0.01%	424
2015 Q4	–	Sell	-208	Closed	-$17K	–	565
2015 Q3	$17K	Hold	208	–	–	0.01%	341
2015 Q2	$19K	Hold	208	–	–	0.01%	333
2015 Q1	$19K	Buy	+208	New	+$19.3K	0.01%	344

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hudock Inc's IVE Position: Q4 2022 in Review

Hudock Inc sold out of iShares S&P 500 Value ETF (IVE) in Q4 2022, closing a stake of 65 shares — an estimated $8K sold.

Hudock Inc first reported a position in IVE in Q1 2015 and held it in 15 quarters. The position peaked at $321K in Q4 2016. 1,116 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

Hudock Inc reported no remaining iShares S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 65 iShares S&P 500 Value ETF shares in Q4 2022, an estimated $8K.
Hudock Inc first reported a position in iShares S&P 500 Value ETF in Q1 2015 and held it in 15 quarters.
Hudock Inc's iShares S&P 500 Value ETF position peaked at $321K in Q4 2016.
1,116 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.