Mirador Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Mirador Capital 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
2023 Q4	–	Sell	-1,509	Closed	-$232K	–	191
2023 Q3	$232K	Sell	1,509 -225	-13%	-$36.4K	0.05%	166
2023 Q2	$280K	Sell	1,734 -181	-9%	-$27.8K	0.07%	162
2023 Q1	$291K	Buy	+1,915	New	+$289K	0.07%	152
2021 Q3	–	Sell	-3,566	Closed	-$527K	–	201
2021 Q2	$527K	Buy	+3,566	New	+$525K	0.12%	132

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirador Capital Partners's IVE Position: Q4 2023 in Review

Mirador Capital Partners sold out of iShares S&P 500 Value ETF (IVE) in Q4 2023, closing a stake of 1,509 shares — an estimated $232K sold.

Mirador Capital Partners first reported a position in IVE in Q2 2021 and held it in 4 quarters. The position peaked at $527K in Q2 2021. 1,259 funds tracked by Wall St. Rank hold IVE as of Q4 2023.

Mirador Capital Partners reported no remaining iShares S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
Mirador Capital Partners sold 1,509 iShares S&P 500 Value ETF shares in Q4 2023, an estimated $232K.
Mirador Capital Partners first reported a position in iShares S&P 500 Value ETF in Q2 2021 and held it in 4 quarters.
Mirador Capital Partners's iShares S&P 500 Value ETF position peaked at $527K in Q2 2021.
1,259 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2023.

Based on Mirador Capital Partners's 13F filing for Q4 2023, filed 19 Jan 2024.