Intelligence Driven Advisers’s iShares S&P 500 Value ETF IVE Stock Holding History

Intelligence Driven Advisers’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	-10,726	Closed	-$1.44M	–	109
2022 Q3	$1.44M	Sell	10,726 -8,233	-43%	-$1.17M	0.29%	53
2022 Q2	$2.62M	Buy	18,959 +10,694	+129%	+$1.58M	0.51%	42
2022 Q1	$1.29M	Sell	8,265 -9,810	-54%	-$1.51M	0.24%	52
2021 Q4	$2.74M	Sell	18,075 -1,242	-6%	-$189K	0.5%	40
2021 Q3	$2.85M	Sell	19,317 -959	-5%	-$143K	0.64%	28
2021 Q2	$2.99M	Sell	20,276 -491	-2%	-$72.3K	0.58%	34
2021 Q1	$2.93M	Sell	20,767 -63	-0.3%	-$8.48K	0.66%	28
2020 Q4	$2.67M	Buy	+20,830	New	+$2.52M	0.6%	34

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

Intelligence Driven Advisers's IVE Position: Q4 2022 in Review

Intelligence Driven Advisers sold out of iShares S&P 500 Value ETF (IVE) in Q4 2022, closing a stake of 10,726 shares — an estimated $1.44M sold.

Intelligence Driven Advisers first reported a position in IVE in Q4 2020 and held it in 8 quarters. The position peaked at $2.99M in Q2 2021. 1,116 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

Intelligence Driven Advisers reported no remaining iShares S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 10,726 iShares S&P 500 Value ETF shares in Q4 2022, an estimated $1.44M.
Intelligence Driven Advisers first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 8 quarters.
Intelligence Driven Advisers's iShares S&P 500 Value ETF position peaked at $2.99M in Q2 2021.
1,116 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

Based on Intelligence Driven Advisers's 13F filing for Q4 2022, filed 23 Jan 2023.