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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return