StrategIQ Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

StrategIQ Financial Group’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 Q4	$594K	Buy	3,414 +11	+0.3%	+$1.77K	0.07%	198
2023 Q3	$524K	Buy	3,403 +467	+16%	+$75.5K	0.06%	205
2023 Q2	$473K	Buy	2,936 +787	+37%	+$121K	0.05%	214
2023 Q1	$326K	Buy	+2,149	New	+$325K	0.04%	230

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

StrategIQ Financial Group's IVE Position: Q4 2023 in Review

StrategIQ Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.32% in Q4 2023, buying an estimated $1.77K and bringing the position to 3,414 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #198.

StrategIQ Financial Group first reported a position in IVE in Q1 2023 and has held it in 4 quarters since. 1,257 funds tracked by Wall St. Rank hold IVE as of Q4 2023.

StrategIQ Financial Group held 3,414 shares of iShares S&P 500 Value ETF worth $594K as of Q4 2023.
StrategIQ Financial Group bought 11 iShares S&P 500 Value ETF shares in Q4 2023, an estimated $1.77K.
iShares S&P 500 Value ETF made up 0.07% of StrategIQ Financial Group's portfolio in Q4 2023, its #198 holding.
StrategIQ Financial Group first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 4 quarters since.
1,257 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.