Insight Wealth Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History

Insight Wealth Strategies’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	–	Sell	-1,946	Closed	-$283K	–	176
2021 Q3	$283K	Sell	1,946 -7,298	-79%	-$1.09M	0.04%	165
2021 Q2	$1.36M	Buy	9,244 +7,699	+498%	+$1.13M	0.19%	71
2021 Q1	$218K	Sell	1,545 -702	-31%	-$94.5K	0.03%	212
2020 Q4	$288K	Sell	2,247 -502	-18%	-$60.7K	0.05%	171
2020 Q3	$309K	Sell	2,749 -3,368	-55%	-$382K	0.06%	140
2020 Q2	$662K	Sell	6,117 -913	-13%	-$96.9K	0.15%	65
2020 Q1	$677K	Buy	7,030 +321	+5%	+$38.2K	0.18%	54
2019 Q4	$873K	Buy	+6,709	New	+$835K	0.18%	88

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 22.9% 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

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

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

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

Insight Wealth Strategies's IVE Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares S&P 500 Value ETF (IVE) in Q4 2021, closing a stake of 1,946 shares — an estimated $283K sold.

Insight Wealth Strategies first reported a position in IVE in Q4 2019 and held it in 8 quarters. The position peaked at $1.36M in Q2 2021. 1,039 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Insight Wealth Strategies reported no remaining iShares S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 1,946 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $283K.
Insight Wealth Strategies first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 8 quarters.
Insight Wealth Strategies's iShares S&P 500 Value ETF position peaked at $1.36M in Q2 2021.
1,039 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.