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Wetzel Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-199
Closed -$37.2K – 501
2024
Q2 		$37.2K Hold
199
– – 0.02% 274
2024
Q1 		$35.2K Hold
199
– – 0.02% 294
2023
Q4 		$35K Buy
+199
New +$32K 0.02% 293

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 22.9% 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

Wetzel Investment Advisors's IVE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q3 2024, closing a stake of 199 shares — an estimated $37.2K sold.

Wetzel Investment Advisors first reported a position in IVE in Q4 2023 and held it in 3 quarters. The position peaked at $37.2K in Q2 2024. 1,444 funds tracked by Wall St. Rank hold IVE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 199 iShares S&P 500 Value ETF shares in Q3 2024, an estimated $37.2K.
  • Wetzel Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares S&P 500 Value ETF position peaked at $37.2K in Q2 2024.
  • 1,444 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.