Laidlaw Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Laidlaw Wealth Management’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	–	Sell	-2,216	Closed	-$357K	–	321
2023 Q2	$357K	Buy	2,216 +3	+0.1%	+$462	0.07%	237
2023 Q1	$336K	Sell	2,213 -476	-18%	-$71.9K	0.07%	246
2022 Q4	$390K	Buy	2,689 +2	+0.1%	+$286	0.08%	224
2022 Q3	$345K	Buy	2,687 +1,063	+65%	+$151K	0.08%	218
2022 Q2	$223K	Buy	1,624 +325	+25%	+$48K	0.05%	322
2022 Q1	$202K	Buy	+1,299	New	+$200K	0.03%	372

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 22.9% 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

Laidlaw Wealth Management's IVE Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2023, closing a stake of 2,216 shares — an estimated $357K sold.

Laidlaw Wealth Management first reported a position in IVE in Q1 2022 and held it in 6 quarters. The position peaked at $390K in Q4 2022. 1,147 funds tracked by Wall St. Rank hold IVE as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 2,216 iShares S&P 500 Value ETF shares in Q3 2023, an estimated $357K.
Laidlaw Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2022 and held it in 6 quarters.
Laidlaw Wealth Management's iShares S&P 500 Value ETF position peaked at $390K in Q4 2022.
1,147 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.