Wealthspan Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealthspan Partners’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	-1,435	Closed	-$208K	–	73
2022 Q4	$208K	Buy	+1,435	New	+$205K	0.19%	68
2022 Q2	–	Sell	-1,305	Closed	-$203K	–	67
2022 Q1	$203K	Buy	1,305 +20	+2%	+$3.08K	0.18%	67
2021 Q4	$201K	Buy	+1,285	New	+$195K	0.18%	68

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 22.96% 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

Wealthspan Partners's IVE Position: Q1 2023 in Review

Wealthspan Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2023, closing a stake of 1,435 shares — an estimated $208K sold.

Wealthspan Partners first reported a position in IVE in Q4 2021 and held it in 3 quarters. The position peaked at $208K in Q4 2022. 1,124 funds tracked by Wall St. Rank hold IVE as of Q1 2023.

Wealthspan Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
Wealthspan Partners sold 1,435 iShares S&P 500 Value ETF shares in Q1 2023, an estimated $208K.
Wealthspan Partners first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 3 quarters.
Wealthspan Partners's iShares S&P 500 Value ETF position peaked at $208K in Q4 2022.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2023.

Based on Wealthspan Partners's 13F filing for Q1 2023, filed 21 Apr 2023.