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KFA Private Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History

KFA Private Wealth 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
2024
Q3 		– Sell
-2,727
Closed -$496K – 83
2024
Q2 		$496K Sell
2,727
-54,327
-95% -$9.89M 0.26% 43
2024
Q1 		$10.7M Buy
57,054
+476
+0.8% +$84.6K 3.31% 9
2023
Q4 		$9.84M Buy
56,578
+8,010
+16% +$1.29M 3.53% 9
2023
Q3 		$7.47M Buy
48,568
+1,418
+3% +$229K 3.11% 10
2023
Q2 		$7.6M Buy
47,150
+467
+1% +$71.8K 3.15% 10
2023
Q1 		$7.08M Sell
46,683
-3,040
-6% -$459K 3.23% 10
2022
Q4 		$7.21M Buy
49,723
+4,995
+11% +$713K 3.68% 10
2022
Q3 		$5.75M Buy
44,728
+319
+0.7% +$45.2K 3.06% 10
2022
Q2 		$6.1M Buy
44,409
+65
+0.1% +$9.59K 3.38% 9
2022
Q1 		$6.91M Buy
44,344
+2,071
+5% +$319K 3.46% 8
2021
Q4 		$6.62M Buy
42,273
+308
+0.7% +$46.8K 3.29% 9
2021
Q3 		$6.1M Buy
41,965
+241
+0.6% +$35.9K 3.34% 9
2021
Q2 		$6.16M Buy
41,724
+729
+2% +$107K 3.36% 9
2021
Q1 		$5.79M Buy
40,995
+1,864
+5% +$251K 3.38% 10
2020
Q4 		$5.01M Buy
39,131
+1,020
+3% +$123K 3.18% 10
2020
Q3 		$4.29M Buy
38,111
+1,636
+4% +$185K 3.21% 10
2020
Q2 		$3.95M Buy
36,475
+4,283
+13% +$454K 3.8% 8
2020
Q1 		$3.1M Buy
+32,192
New +$3.83M 3.67% 7

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KFA Private Wealth Group's IVE Position: Q3 2024 in Review

KFA Private Wealth Group sold out of iShares S&P 500 Value ETF (IVE) in Q3 2024, closing a stake of 2,727 shares — an estimated $496K sold.

KFA Private Wealth Group first reported a position in IVE in Q1 2020 and held it in 18 quarters. The position peaked at $10.7M in Q1 2024. 1,435 funds tracked by Wall St. Rank hold IVE as of Q3 2024.

  • KFA Private Wealth Group reported no remaining iShares S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
  • KFA Private Wealth Group sold 2,727 iShares S&P 500 Value ETF shares in Q3 2024, an estimated $496K.
  • KFA Private Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2020 and held it in 18 quarters.
  • KFA Private Wealth Group's iShares S&P 500 Value ETF position peaked at $10.7M in Q1 2024.
  • 1,435 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2024.

Based on KFA Private Wealth Group's 13F filing for Q3 2024, filed 18 Oct 2024.