Peterson Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Peterson Financial Group’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 Q3	$7.34K	Buy	+37	New	+$7.03K	0.03%	246

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peterson Financial Group's IVE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2024: 37 shares worth $7.34K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings.

1,436 funds tracked by Wall St. Rank hold IVE as of Q3 2024.

Peterson Financial Group held 37 shares of iShares S&P 500 Value ETF worth $7.34K as of Q3 2024.
iShares S&P 500 Value ETF was a new Peterson Financial Group position in Q3 2024.
iShares S&P 500 Value ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #246 holding.
1,436 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.