Ten Capital Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Ten Capital Wealth Advisors’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	-486	Closed	-$73.8K	–	357
2023 Q1	$73.8K	Buy	486 +462	+1,925%	+$69.8K	0.02%	188
2022 Q4	$3.48K	Hold	24	–	–	﹤0.01%	410
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	458
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	368
2022 Q1	$4K	Hold	24	–	–	﹤0.01%	394
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	388
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	348
2021 Q2	$4K	Hold	24	–	–	﹤0.01%	385
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	313
2020 Q4	$3K	Buy	+24	New	+$2.9K	﹤0.01%	317

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

Ten Capital Wealth Advisors's IVE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 486 shares — an estimated $73.8K sold.

Ten Capital Wealth Advisors first reported a position in IVE in Q4 2020 and held it in 10 quarters. The position peaked at $73.8K in Q1 2023. 1,145 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 486 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $73.8K.
Ten Capital Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's iShares S&P 500 Value ETF position peaked at $73.8K in Q1 2023.
1,145 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.