Silicon Hills Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Silicon Hills Wealth Management’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 Q2	$434K	Hold	2,693	–	–	0.24%	57
2023 Q1	$409K	Sell	2,693 -1,523	-36%	-$230K	0.25%	55
2022 Q4	$612K	Sell	4,216 -1,299	-24%	-$185K	0.45%	50
2022 Q3	$709K	Hold	5,515	–	–	0.56%	41
2022 Q2	$758K	Buy	5,515 +3,951	+253%	+$583K	0.55%	43
2022 Q1	$243K	Buy	1,564 +58	+4%	+$8.93K	0.16%	94
2021 Q4	$236K	Sell	1,506 -157	-9%	-$23.9K	0.15%	109
2021 Q3	$242K	Buy	1,663 +150	+10%	+$22.4K	0.17%	102
2021 Q2	$223K	Sell	1,513 -1,195	-44%	-$176K	0.17%	83
2021 Q1	$382K	Sell	2,708 -1,844	-41%	-$248K	0.35%	65
2020 Q4	$583K	Buy	+4,552	New	+$551K	0.53%	48
2020 Q1	–	Sell	-4	Closed	-$195	–	179
2019 Q4	$195	Buy	+4	New	+$498	0.15%	77

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

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

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

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

Silicon Hills Wealth Management's IVE Position: Q2 2023 in Review

Silicon Hills Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2023 at 2,693 shares worth $434K. The position accounts for 0.24% of the portfolio, ranked #57.

Silicon Hills Wealth Management first reported a position in IVE in Q4 2019 and has held it in 12 quarters since. The position peaked at $758K in Q2 2022. 1,144 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Silicon Hills Wealth Management held 2,693 shares of iShares S&P 500 Value ETF worth $434K as of Q2 2023.
Silicon Hills Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2023.
iShares S&P 500 Value ETF made up 0.24% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #57 holding.
Silicon Hills Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 12 quarters since.
Silicon Hills Wealth Management's iShares S&P 500 Value ETF position peaked at $758K in Q2 2022.
1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.