Institutional & Family Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Institutional & Family Asset Management’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	-72	Closed	-$10K	–	856
2021 Q3	$10K	Sell	72 -4,367	-98%	-$651K	﹤0.01%	548
2021 Q2	$655K	Buy	4,439 +314	+8%	+$46.3K	0.11%	112
2021 Q1	$583K	Buy	4,125 +2,127	+106%	+$286K	0.11%	114
2020 Q4	$256K	Buy	1,998 +1,950	+4,063%	+$236K	0.05%	161
2020 Q3	$5K	Hold	48	–	–	﹤0.01%	590
2020 Q2	$5K	Buy	+48	New	+$5.09K	﹤0.01%	575
2018 Q4	–	Sell	-356	Closed	-$41K	–	856
2018 Q3	$41K	Buy	356 +156	+78%	+$17.9K	0.01%	371
2018 Q2	$22K	Hold	200	–	–	﹤0.01%	428
2018 Q1	$22K	Buy	+200	New	+$22.9K	﹤0.01%	402

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

Institutional & Family Asset Management's IVE Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2021, closing a stake of 72 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in IVE in Q1 2018 and held it in 9 quarters. The position peaked at $655K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Institutional & Family Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 72 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $10K.
Institutional & Family Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2018 and held it in 9 quarters.
Institutional & Family Asset Management's iShares S&P 500 Value ETF position peaked at $655K in Q2 2021.
1,039 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.