Pursue Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Pursue Wealth 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 Q2	–	Sell	-4,000	Closed	-$607K	–	104
2023 Q1	$607K	Hold	4,000	–	–	0.41%	58
2022 Q4	$580K	Hold	4,000	–	–	0.45%	59
2022 Q3	$514K	Hold	4,000	–	–	0.37%	59
2022 Q2	$550K	Hold	4,000	–	–	0.35%	66
2022 Q1	$624K	Hold	4,000	–	–	0.26%	76
2021 Q4	$627K	Buy	+4,000	New	+$608K	0.24%	80

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 22.9% 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

Pursue Wealth Partners's IVE Position: Q2 2023 in Review

Pursue Wealth Partners sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 4,000 shares — an estimated $607K sold.

Pursue Wealth Partners first reported a position in IVE in Q4 2021 and held it in 6 quarters. The position peaked at $627K in Q4 2021. 1,146 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Pursue Wealth Partners reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Pursue Wealth Partners sold 4,000 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $607K.
Pursue Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 6 quarters.
Pursue Wealth Partners's iShares S&P 500 Value ETF position peaked at $627K in Q4 2021.
1,146 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Pursue Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.