Ramiah Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Ramiah Investment 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
2023 Q2	–	Sell	-60,682	Closed	-$9.21M	–	79
2023 Q1	$9.21M	Buy	+60,682	New	+$9.17M	8.35%	3
2020 Q3	–	Sell	-28,965	Closed	-$3.13M	–	80
2020 Q2	$3.13M	Sell	28,965 -1,995	-6%	-$212K	3.31%	5
2020 Q1	$2.98M	Sell	30,960 -15,733	-34%	-$1.87M	5.29%	5
2019 Q4	$6.07M	Buy	+46,693	New	+$5.81M	6%	6

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

Ramiah Investment Group's IVE Position: Q2 2023 in Review

Ramiah Investment Group sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 60,682 shares — an estimated $9.21M sold.

Ramiah Investment Group first reported a position in IVE in Q4 2019 and held it in 4 quarters. The position peaked at $9.21M in Q1 2023. 1,144 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Ramiah Investment Group reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Ramiah Investment Group sold 60,682 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $9.21M.
Ramiah Investment Group first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 4 quarters.
Ramiah Investment Group's iShares S&P 500 Value ETF position peaked at $9.21M in Q1 2023.
1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Ramiah Investment Group's 13F filing for Q2 2023, filed 11 Feb 2025.