Integer Wealth Advisors Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Integer Wealth Advisors Group’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 Q1	$8.3M	Buy	57,659 +33,964	+143%	+$4.57M	4.52%	7
2020 Q4	$3.08M	Buy	23,695 +12,935	+120%	+$1.56M	2.03%	18
2020 Q3	$1.21M	Sell	10,760 -153	-1%	-$17.3K	1.11%	23
2020 Q2	$1.17M	Hold	10,913	–	–	1.19%	23
2020 Q1	$1.15M	Buy	10,913 +2,505	+30%	+$298K	1.31%	23
2019 Q4	$1.08M	Buy	+8,408	New	+$1.05M	1.07%	24

Other funds holding IVE

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integer Wealth Advisors Group's IVE Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares S&P 500 Value ETF (IVE) stake by 143% in Q1 2021, buying an estimated $4.57M and bringing the position to 57,659 shares worth $8.3M. The position accounts for 4.52% of the portfolio, ranked #7.

Integer Wealth Advisors Group first reported a position in IVE in Q4 2019 and has held it in 6 quarters since. 913 funds tracked by Wall St. Rank hold IVE as of Q1 2021.

Integer Wealth Advisors Group held 57,659 shares of iShares S&P 500 Value ETF worth $8.3M as of Q1 2021.
Integer Wealth Advisors Group bought 33,964 iShares S&P 500 Value ETF shares in Q1 2021, an estimated $4.57M.
iShares S&P 500 Value ETF made up 4.52% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #7 holding.
Integer Wealth Advisors Group first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 6 quarters since.
913 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.