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

V 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 Q1	–	Sell	-1,437	Closed	-$208K	–	388
2022 Q4	$208K	Buy	+1,437	New	+$205K	0.04%	338
2022 Q2	–	Sell	-1,437	Closed	-$223K	–	435
2022 Q1	$223K	Buy	+1,437	New	+$221K	0.04%	399
2017 Q3	–	Sell	-375	Closed	-$39K	–	453
2017 Q2	$39K	Buy	+375	New	+$39.1K	0.02%	354
2017 Q1	–	Sell	-3,451	Closed	-$350K	–	192
2016 Q4	$350K	Sell	3,451 -49	-1%	-$4.78K	0.26%	115
2016 Q3	$332K	Sell	3,500 -921	-21%	-$87.7K	0.27%	111
2016 Q2	$410K	Buy	4,421 +5	+0.1%	+$458	0.34%	91
2016 Q1	$397K	Buy	+4,416	New	+$377K	0.32%	83

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

V Wealth Advisors's IVE Position: Q1 2023 in Review

V Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2023, closing a stake of 1,437 shares — an estimated $208K sold.

V Wealth Advisors first reported a position in IVE in Q1 2016 and held it in 7 quarters. The position peaked at $410K in Q2 2016. 1,125 funds tracked by Wall St. Rank hold IVE as of Q1 2023.

V Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
V Wealth Advisors sold 1,437 iShares S&P 500 Value ETF shares in Q1 2023, an estimated $208K.
V Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2016 and held it in 7 quarters.
V Wealth Advisors's iShares S&P 500 Value ETF position peaked at $410K in Q2 2016.
1,125 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.