VWA
IVE icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return