WestHill Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

WestHill Financial 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 Q4	–	Sell	-222	Closed	-$34.1K	–	89
2023 Q3	$34.1K	Hold	222	–	–	0.01%	87
2023 Q2	$35.8K	Hold	222	–	–	0.01%	86
2023 Q1	$33.7K	Hold	222	–	–	0.01%	85
2022 Q4	$32.2K	Hold	222	–	–	0.01%	89
2022 Q3	$29K	Hold	222	–	–	0.01%	83
2022 Q2	$30K	Hold	222	–	–	0.01%	86
2022 Q1	$35K	Hold	222	–	–	0.01%	92
2021 Q4	$35K	Hold	222	–	–	0.01%	94
2021 Q3	$32K	Buy	+222	New	+$33.1K	0.01%	80
2021 Q1	$31K	Hold	222	–	–	0.01%	71
2020 Q4	$28K	Buy	+222	New	+$26.8K	0.01%	71

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WestHill Financial Advisors's IVE Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2023, closing a stake of 222 shares — an estimated $34.1K sold.

WestHill Financial Advisors first reported a position in IVE in Q4 2020 and held it in 11 quarters. The position peaked at $35.8K in Q2 2023. 1,259 funds tracked by Wall St. Rank hold IVE as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 222 iShares S&P 500 Value ETF shares in Q4 2023, an estimated $34.1K.
WestHill Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares S&P 500 Value ETF position peaked at $35.8K in Q2 2023.
1,259 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.