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

YorkBridge Wealth 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
2022
Q4 		$1.34M Buy
9,216
+7
+0.1% +$999 0.34% 74
2022
Q3 		$1.18M Buy
9,209
+40
+0.4% +$5.67K 0.31% 73
2022
Q2 		$1.26M Hold
9,169
– – 0.33% 68
2022
Q1 		$1.43M Hold
9,169
– – 0.31% 66
2021
Q4 		$1.44M Hold
9,169
– – 0.32% 69
2021
Q3 		$1.33M Hold
9,169
– – 0.34% 70
2021
Q2 		$1.35M Hold
9,169
– – 0.35% 67
2021
Q1 		$1.29M Hold
9,169
– – 0.38% 63
2020
Q4 		$1.17M Hold
9,169
– – 0.39% 62
2020
Q3 		$1.03M Hold
9,169
– – 0.43% 60
2020
Q2 		$992K Sell
9,169
-88
-1% -$9.34K 0.45% 60
2020
Q1 		$891K Buy
9,257
+426
+5% +$50.7K 0.55% 57
2019
Q4 		$1.15M Buy
8,831
+5,000
+131% +$622K 0.53% 57
2019
Q3 		$456K Buy
3,831
+2,983
+352% +$350K 0.23% 102
2019
Q2 		$99K Buy
848
+20
+2% +$2.29K 0.04% 288
2019
Q1 		$93K Sell
828
-92
-10% -$10.1K 0.04% 289
2018
Q4 		$93K Buy
920
+1
+0.1% +$109 0.05% 257
2018
Q3 		$107K Sell
919
-45
-5% -$5.17K 0.05% 271
2018
Q2 		$106K Sell
964
-160
-14% -$17.7K 0.05% 282
2018
Q1 		$124K Buy
1,124
+1
+0.1% +$114 0.06% 258
2017
Q4 		$125K Buy
1,123
+15
+1% +$1.66K 0.06% 241
2017
Q3 		$120K Sell
1,108
-463
-29% -$49K 0.06% 237
2017
Q2 		$166K Buy
1,571
+38
+2% +$3.96K 0.09% 190
2017
Q1 		$159K Buy
1,533
+493
+47% +$51.2K 0.08% 192
2016
Q4 		$103K Buy
+1,040
New +$101K 0.06% 237

Other funds holding IVE

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

YorkBridge Wealth Partners's IVE Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 0.08% in Q4 2022, buying an estimated $999 and bringing the position to 9,216 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #74.

YorkBridge Wealth Partners first reported a position in IVE in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.44M in Q4 2021. 1,117 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

  • YorkBridge Wealth Partners held 9,216 shares of iShares S&P 500 Value ETF worth $1.34M as of Q4 2022.
  • YorkBridge Wealth Partners bought 7 iShares S&P 500 Value ETF shares in Q4 2022, an estimated $999.
  • iShares S&P 500 Value ETF made up 0.34% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #74 holding.
  • YorkBridge Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's iShares S&P 500 Value ETF position peaked at $1.44M in Q4 2021.
  • 1,117 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.