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

Revolve 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
2022
Q3 		– Sell
-1,765
Closed -$243K – 138
2022
Q2 		$243K Buy
+1,765
New +$260K 0.08% 110

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Revolve Wealth Partners's IVE Position: Q3 2022 in Review

Revolve Wealth Partners sold out of iShares S&P 500 Value ETF (IVE) in Q3 2022, closing a stake of 1,765 shares — an estimated $243K sold.

Revolve Wealth Partners first reported a position in IVE in Q2 2022 and held it in 1 quarter. The position peaked at $243K in Q2 2022. 1,044 funds tracked by Wall St. Rank hold IVE as of Q3 2022.

  • Revolve Wealth Partners reported no remaining iShares S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 1,765 iShares S&P 500 Value ETF shares in Q3 2022, an estimated $243K.
  • Revolve Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q2 2022 and held it in 1 quarter.
  • Revolve Wealth Partners's iShares S&P 500 Value ETF position peaked at $243K in Q2 2022.
  • 1,044 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2022.

Based on Revolve Wealth Partners's 13F filing for Q3 2022, filed 12 Oct 2022.