Kistler-Tiffany Companies’s iShares S&P 500 Value ETF IVE Stock Holding History

Kistler-Tiffany Companies’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 Q2	$103K	Hold	637	–	–	0.02%	398
2023 Q1	$96.7K	Hold	637	–	–	0.02%	353
2022 Q4	$92.4K	Hold	637	–	–	0.02%	348
2022 Q3	$82K	Buy	637 +67	+12%	+$9.49K	0.02%	312
2022 Q2	$78K	Hold	570	–	–	0.02%	319
2022 Q1	$89K	Hold	570	–	–	0.02%	313
2021 Q4	$89K	Buy	570 +285	+100%	+$43.3K	0.02%	309
2021 Q3	$41K	Buy	+285	New	+$42.5K	0.01%	392
2014 Q1	–	Sell	-100	Closed	-$9K	–	565
2013 Q4	$9K	Hold	100	–	–	0.01%	445
2013 Q3	$8K	Sell	100 -74	-43%	-$5.84K	0.01%	448
2013 Q2	$13K	Buy	+174	New	+$13.2K	0.01%	395

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's IVE Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2023 at 637 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #398.

Kistler-Tiffany Companies first reported a position in IVE in Q2 2013 and has held it in 11 quarters since. 1,145 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Kistler-Tiffany Companies held 637 shares of iShares S&P 500 Value ETF worth $103K as of Q2 2023.
Kistler-Tiffany Companies left its iShares S&P 500 Value ETF share count unchanged in Q2 2023.
iShares S&P 500 Value ETF made up 0.02% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #398 holding.
Kistler-Tiffany Companies first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 11 quarters since.
1,145 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.