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Walled Lake Planning & Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Walled Lake Planning & Wealth Management’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
2024
Q3 		– Sell
-1,145
Closed -$208K – 134
2024
Q2 		$208K Buy
+1,145
New +$209K 0.09% 113

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IVE Position: Q3 2024 in Review

Walled Lake Planning & Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2024, closing a stake of 1,145 shares — an estimated $208K sold.

Walled Lake Planning & Wealth Management first reported a position in IVE in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 1,442 funds tracked by Wall St. Rank hold IVE as of Q3 2024.

  • Walled Lake Planning & Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,145 iShares S&P 500 Value ETF shares in Q3 2024, an estimated $208K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2024 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares S&P 500 Value ETF position peaked at $208K in Q2 2024.
  • 1,442 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2024.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.