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

MinichMacGregor 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 Q1	–	Sell	-21	Closed	-$3.05K	–	350
2022 Q4	$3.05K	Buy	+21	New	+$3K	﹤0.01%	534
2019 Q1	–	Sell	-4,005	Closed	-$432K	–	84
2018 Q4	$432K	Buy	4,005 +3,552	+784%	+$389K	0.3%	70
2018 Q3	$52K	Sell	453 -31	-6%	-$3.56K	0.03%	120
2018 Q2	$53K	Hold	484	–	–	0.04%	112
2018 Q1	$52K	Sell	484 -45	-9%	-$5.14K	0.04%	111
2017 Q4	$60K	Sell	529 -44	-8%	-$4.88K	0.05%	96
2017 Q3	$61K	Hold	573	–	–	0.05%	92
2017 Q2	$60K	Sell	573 -70	-11%	-$7.29K	0.05%	92
2017 Q1	$66K	Hold	643	–	–	0.06%	84
2016 Q4	$65K	Hold	643	–	–	0.06%	87
2016 Q3	$61K	Hold	643	–	–	0.06%	100
2016 Q2	$59K	Hold	643	–	–	0.06%	94
2016 Q1	$57K	Hold	643	–	–	0.06%	95
2015 Q4	$60K	Buy	+643	New	+$57.5K	0.06%	94

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 22.96% 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

MinichMacGregor Wealth Management's IVE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2023, closing a stake of 21 shares — an estimated $3.05K sold.

MinichMacGregor Wealth Management first reported a position in IVE in Q4 2015 and held it in 14 quarters. The position peaked at $432K in Q4 2018. 1,123 funds tracked by Wall St. Rank hold IVE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 21 iShares S&P 500 Value ETF shares in Q1 2023, an estimated $3.05K.
MinichMacGregor Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's iShares S&P 500 Value ETF position peaked at $432K in Q4 2018.
1,123 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.