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Life Planning Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-417
Closed -$72.5K – 145
2023
Q4 		$72.5K Buy
+417
New +$67K 0.07% 89
2022
Q3 		$92.8K Hold
722
– – 0.11% 68
2022
Q2 		$100K Hold
722
– – 0.11% 65
2022
Q1 		$113K Hold
722
– – 0.12% 60
2021
Q4 		$113K Buy
+722
New +$110K 0.11% 59

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

Life Planning Partners's IVE Position: Q1 2024 in Review

Life Planning Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2024, closing a stake of 417 shares — an estimated $72.5K sold.

Life Planning Partners first reported a position in IVE in Q4 2021 and held it in 5 quarters. The position peaked at $113K in Q1 2022. 1,358 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

  • Life Planning Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 417 iShares S&P 500 Value ETF shares in Q1 2024, an estimated $72.5K.
  • Life Planning Partners first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares S&P 500 Value ETF position peaked at $113K in Q1 2022.
  • 1,358 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.