Silicon Valley Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Silicon Valley Capital 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
2024 Q1	–	Sell	-2,518	Closed	-$438K	–	338
2023 Q4	$438K	Buy	2,518 +25	+1%	+$4.02K	0.07%	52
2023 Q3	$383K	Hold	2,493	–	–	0.07%	58
2023 Q2	$402K	Buy	2,493 +9	+0.4%	+$1.39K	0.08%	61
2023 Q1	$377K	Buy	+2,484	New	+$375K	0.08%	60
2021 Q4	–	Sell	-11,818	Closed	-$1.72M	–	79
2021 Q3	$1.72M	Sell	11,818 -381,142	-97%	-$56.8M	0.33%	20
2021 Q2	$58M	Buy	392,960 +309,689	+372%	+$45.6M	11.55%	3
2021 Q1	$11.8M	Buy	+83,271	New	+$11.2M	2.58%	11
2017 Q2	–	Sell	-95,992	Closed	-$9.99M	–	25
2017 Q1	$9.99M	Buy	95,992 +13,630	+17%	+$1.42M	6.23%	4
2016 Q4	$8.35M	Buy	+82,362	New	+$8.04M	5.63%	5

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Silicon Valley Capital Partners's IVE Position: Q1 2024 in Review

Silicon Valley Capital Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2024, closing a stake of 2,518 shares — an estimated $438K sold.

Silicon Valley Capital Partners first reported a position in IVE in Q4 2016 and held it in 9 quarters. The position peaked at $58M in Q2 2021. 1,351 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

Silicon Valley Capital Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 2,518 iShares S&P 500 Value ETF shares in Q1 2024, an estimated $438K.
Silicon Valley Capital Partners first reported a position in iShares S&P 500 Value ETF in Q4 2016 and held it in 9 quarters.
Silicon Valley Capital Partners's iShares S&P 500 Value ETF position peaked at $58M in Q2 2021.
1,351 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2024, filed 29 Apr 2024.