Syverson Strege & Co’s iShares S&P 500 Value ETF IVE Stock Holding History

Syverson Strege & Co’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	-175	Closed	-$26.6K	–	336
2023 Q1	$26.6K	Hold	175	–	–	0.01%	170
2022 Q4	$25.4K	Hold	175	–	–	0.01%	163
2022 Q3	$22K	Hold	175	–	–	0.01%	158
2022 Q2	$24K	Hold	175	–	–	0.01%	175
2022 Q1	$27K	Hold	175	–	–	0.03%	154
2021 Q4	$27K	Hold	175	–	–	0.02%	162
2021 Q3	$25K	Hold	175	–	–	0.02%	173
2021 Q2	$26K	Hold	175	–	–	0.02%	162
2021 Q1	$25K	Hold	175	–	–	0.03%	156
2020 Q4	$22K	Buy	+175	New	+$21.2K	0.02%	147

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syverson Strege & Co's IVE Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 175 shares — an estimated $26.6K sold.

Syverson Strege & Co first reported a position in IVE in Q4 2020 and held it in 10 quarters. The position peaked at $27K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Syverson Strege & Co reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 175 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $26.6K.
Syverson Strege & Co first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares S&P 500 Value ETF position peaked at $27K in Q1 2022.
1,146 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.