Resource Consulting Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Resource Consulting 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
2022 Q2	–	Sell	-9,055	Closed	-$1.41M	–	70
2022 Q1	$1.41M	Hold	9,055	–	–	0.49%	12
2021 Q4	$1.42M	Buy	+9,055	New	+$1.38M	0.5%	11

Other funds holding IVE

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

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

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

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

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

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

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

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

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

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

Resource Consulting Group's IVE Position: Q2 2022 in Review

Resource Consulting Group sold out of iShares S&P 500 Value ETF (IVE) in Q2 2022, closing a stake of 9,055 shares — an estimated $1.41M sold.

Resource Consulting Group first reported a position in IVE in Q4 2021 and held it in 2 quarters. The position peaked at $1.42M in Q4 2021. 1,061 funds tracked by Wall St. Rank hold IVE as of Q2 2022.

Resource Consulting Group reported no remaining iShares S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
Resource Consulting Group sold 9,055 iShares S&P 500 Value ETF shares in Q2 2022, an estimated $1.41M.
Resource Consulting Group first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 2 quarters.
Resource Consulting Group's iShares S&P 500 Value ETF position peaked at $1.42M in Q4 2021.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2022.

Based on Resource Consulting Group's 13F filing for Q2 2022, filed 11 Jul 2022.