Key Bridge Compliance’s iShares S&P 500 Value ETF IVE Stock Holding History

Key Bridge Compliance’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
2023 Q3	$3.18M	Buy	+20,646	New	+$3.34M	0.99%	31

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

Key Bridge Compliance's IVE Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2023: 20,646 shares worth $3.18M. The stake represents 0.99% of the portfolio and ranks #31 among its holdings.

1,145 funds tracked by Wall St. Rank hold IVE as of Q3 2023.

Key Bridge Compliance held 20,646 shares of iShares S&P 500 Value ETF worth $3.18M as of Q3 2023.
iShares S&P 500 Value ETF was a new Key Bridge Compliance position in Q3 2023.
iShares S&P 500 Value ETF made up 0.99% of Key Bridge Compliance's portfolio in Q3 2023, its #31 holding.
1,145 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.