Summit Securities Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Summit Securities 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 Q2	–	Sell	-3	Closed	–	–	995
2023 Q1	$0	Buy	+3	New	+$453	﹤0.01%	1051

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

Summit Securities Group's IVE Position: Q2 2023 in Review

Summit Securities Group sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 3 shares.

Summit Securities Group first reported a position in IVE in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,144 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Summit Securities Group reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Summit Securities Group sold 3 iShares S&P 500 Value ETF shares in Q2 2023.
Summit Securities Group first reported a position in iShares S&P 500 Value ETF in Q1 2023 and held it in 1 quarter.
Summit Securities Group's iShares S&P 500 Value ETF position peaked at $0 in Q1 2023.
1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.