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Second Half Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Second Half Financial 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
2023
Q3 		– Sell
-41,692
Closed -$6.72M – 89
2023
Q2 		$6.72M Buy
+41,692
New +$6.41M 1.54% 13

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Second Half Financial Partners's IVE Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares S&P 500 Value ETF (IVE) in Q3 2023, closing a stake of 41,692 shares — an estimated $6.72M sold.

Second Half Financial Partners first reported a position in IVE in Q2 2023 and held it in 1 quarter. The position peaked at $6.72M in Q2 2023. 1,144 funds tracked by Wall St. Rank hold IVE as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares S&P 500 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 41,692 iShares S&P 500 Value ETF shares in Q3 2023, an estimated $6.72M.
  • Second Half Financial Partners first reported a position in iShares S&P 500 Value ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares S&P 500 Value ETF position peaked at $6.72M in Q2 2023.
  • 1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.