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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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return