Sargent Bickham Lagudis’s iShares S&P 500 Value ETF IVE Stock Holding History

Sargent Bickham Lagudis’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 Q4	$121K	Sell	837 -139	-14%	-$19.8K	0.01%	318
2022 Q3	$125K	Buy	976 +2	+0.2%	+$283	0.01%	285
2022 Q2	$134K	Hold	974	–	–	0.01%	286
2022 Q1	$152K	Buy	974 +1	+0.1%	+$154	0.01%	281
2021 Q4	$152K	Buy	973 +192	+25%	+$29.2K	0.01%	275
2021 Q3	$114K	Buy	781 +1	+0.1%	+$149	0.01%	318
2021 Q2	$115K	Buy	780 +426	+120%	+$62.7K	0.01%	325
2021 Q1	$50K	Buy	354 +1	+0.3%	+$135	﹤0.01%	433
2020 Q4	$45K	Buy	353 +1	+0.3%	+$121	﹤0.01%	442
2020 Q3	$40K	Buy	352 +1	+0.3%	+$113	﹤0.01%	417
2020 Q2	$38K	Buy	351 +1	+0.3%	+$106	﹤0.01%	392
2020 Q1	$34K	Sell	350 -58	-14%	-$6.9K	﹤0.01%	386
2019 Q4	$53K	Buy	408 +60	+17%	+$7.47K	0.01%	375
2019 Q3	$41K	Buy	348 +1	+0.3%	+$117	﹤0.01%	374
2019 Q2	$40K	Buy	347 +1	+0.3%	+$115	﹤0.01%	397
2019 Q1	$39K	Buy	346 +1	+0.3%	+$110	﹤0.01%	425
2018 Q4	$35K	Buy	345 +2	+0.6%	+$219	﹤0.01%	411
2018 Q3	$40K	Buy	343 +1	+0.3%	+$115	﹤0.01%	400
2018 Q2	$38K	Hold	342	–	–	﹤0.01%	401
2018 Q1	$37K	Buy	342 +1	+0.3%	+$114	﹤0.01%	407
2017 Q4	$39K	Hold	341	–	–	﹤0.01%	408
2017 Q3	$37K	Buy	341 +1	+0.3%	+$106	﹤0.01%	416
2017 Q2	$36K	Buy	340 +1	+0.3%	+$104	﹤0.01%	405
2017 Q1	$35K	Buy	339 +149	+78%	+$15.5K	﹤0.01%	411
2016 Q4	$19K	Sell	190 -1,299	-87%	-$127K	﹤0.01%	467
2016 Q3	$141K	Buy	1,489 +190	+15%	+$18.1K	0.02%	238
2016 Q2	$121K	Hold	1,299	–	–	0.02%	247
2016 Q1	$117K	Buy	+1,299	New	+$111K	0.02%	261

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

Sargent Bickham Lagudis's IVE Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares S&P 500 Value ETF (IVE) stake by 14% in Q4 2022, selling an estimated $19.8K and leaving 837 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #318.

Sargent Bickham Lagudis first reported a position in IVE in Q1 2016 and has held it in 28 quarters since. The position peaked at $152K in Q1 2022. 1,116 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

Sargent Bickham Lagudis held 837 shares of iShares S&P 500 Value ETF worth $121K as of Q4 2022.
Sargent Bickham Lagudis sold 139 iShares S&P 500 Value ETF shares in Q4 2022, an estimated $19.8K.
iShares S&P 500 Value ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #318 holding.
Sargent Bickham Lagudis first reported a position in iShares S&P 500 Value ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares S&P 500 Value ETF position peaked at $152K in Q1 2022.
1,116 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.