Savior LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

Savior LLC’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
2021 Q3	–	Sell	-230	Closed	-$34K	–	481
2021 Q2	$34K	Hold	230	–	–	0.03%	207
2021 Q1	$32K	Hold	230	–	–	0.03%	213
2020 Q4	$29K	Hold	230	–	–	0.02%	221
2020 Q3	$26K	Hold	230	–	–	0.03%	213
2020 Q2	$25K	Buy	+230	New	+$24.4K	0.03%	199

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savior LLC's IVE Position: Q3 2021 in Review

Savior LLC sold out of iShares S&P 500 Value ETF (IVE) in Q3 2021, closing a stake of 230 shares — an estimated $34K sold.

Savior LLC first reported a position in IVE in Q2 2020 and held it in 5 quarters. The position peaked at $34K in Q2 2021. 934 funds tracked by Wall St. Rank hold IVE as of Q3 2021.

Savior LLC reported no remaining iShares S&P 500 Value ETF position as of Q3 2021 after selling out during the quarter.
Savior LLC sold 230 iShares S&P 500 Value ETF shares in Q3 2021, an estimated $34K.
Savior LLC first reported a position in iShares S&P 500 Value ETF in Q2 2020 and held it in 5 quarters.
Savior LLC's iShares S&P 500 Value ETF position peaked at $34K in Q2 2021.
934 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2021.

Based on Savior LLC's 13F filing for Q3 2021, filed 5 Oct 2021.