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Mine & Arao Wealth Creation & Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-996
Closed -$186K – 219
2024
Q1 		$186K Buy
996
+1
+0.1% +$178 0.09% 75
2023
Q4 		$173K Buy
995
+3
+0.3% +$482 0.09% 77
2023
Q3 		$153K Hold
992
– – 0.09% 75
2023
Q2 		$160K Buy
992
+1
+0.1% +$154 0.09% 77
2023
Q1 		$150K Buy
991
+2
+0.2% +$302 0.1% 78
2022
Q4 		$144K Buy
989
+4
+0.4% +$571 0.11% 76
2022
Q3 		$127K Hold
985
– – 0.09% 79
2022
Q2 		$135K Buy
985
+1
+0.1% +$148 0.09% 80
2022
Q1 		$153K Buy
984
+2
+0.2% +$308 0.09% 77
2021
Q4 		$154K Buy
982
+326
+50% +$49.6K 0.08% 86
2021
Q3 		$95K Sell
656
-109
-14% -$16.2K 0.06% 102
2021
Q2 		$113K Buy
765
+6
+0.8% +$884 0.07% 98
2021
Q1 		$107K Hold
759
– – 0.07% 99
2020
Q4 		$97K Buy
759
+5
+0.7% +$605 0.07% 96
2020
Q3 		$85K Buy
754
+5
+0.7% +$567 0.07% 97
2020
Q2 		$81K Buy
749
+11
+1% +$1.17K 0.08% 93
2020
Q1 		$71K Buy
738
+100
+16% +$11.9K 0.08% 88
2019
Q4 		$83K Buy
+638
New +$79.4K 0.08% 96

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

Mine & Arao Wealth Creation & Management's IVE Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2024, closing a stake of 996 shares — an estimated $186K sold.

Mine & Arao Wealth Creation & Management first reported a position in IVE in Q4 2019 and held it in 18 quarters. The position peaked at $186K in Q1 2024. 1,369 funds tracked by Wall St. Rank hold IVE as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 996 iShares S&P 500 Value ETF shares in Q2 2024, an estimated $186K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's iShares S&P 500 Value ETF position peaked at $186K in Q1 2024.
  • 1,369 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.