Professional Planning’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Professional Planning's IVE Position: Q3 2021 in Review
Professional Planning increased its iShares S&P 500 Value ETF (IVE) stake by 23% in Q3 2021, buying an estimated $118K and bringing the position to 4,237 shares worth $616K. The position accounts for 0.29% of the portfolio, ranked #61.
Professional Planning first reported a position in IVE in Q4 2020 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold IVE as of Q3 2021.
- Professional Planning held 4,237 shares of iShares S&P 500 Value ETF worth $616K as of Q3 2021.
- Professional Planning bought 789 iShares S&P 500 Value ETF shares in Q3 2021, an estimated $118K.
- iShares S&P 500 Value ETF made up 0.29% of Professional Planning's portfolio in Q3 2021, its #61 holding.
- Professional Planning first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 4 quarters since.
- 933 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2021.
Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.