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Kowal Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-97
Closed -$14K – 522
2021
Q3 		$14K Buy
+97
New +$14.5K ﹤0.01% 450

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kowal Investment Group's IVE Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares S&P 500 Value ETF (IVE) in Q4 2021, closing a stake of 97 shares — an estimated $14K sold.

Kowal Investment Group first reported a position in IVE in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 1,039 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 97 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $14K.
  • Kowal Investment Group first reported a position in iShares S&P 500 Value ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares S&P 500 Value ETF position peaked at $14K in Q3 2021.
  • 1,039 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.