Zimmermann Investment Management & Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-11,697	Closed	-$2.31M	–	62
2024 Q3	$2.31M	Sell	11,697 -465	-4%	-$88.3K	0.71%	36
2024 Q2	$2.21M	Sell	12,162 -1,309	-10%	-$238K	0.74%	36
2024 Q1	$2.52M	Buy	13,471 +7,419	+123%	+$1.32M	0.91%	33
2023 Q4	$1.05M	Buy	+6,052	New	+$973K	0.43%	49

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zimmermann Investment Management & Planning's IVE Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 11,697 shares — an estimated $2.31M sold.

Zimmermann Investment Management & Planning first reported a position in IVE in Q4 2023 and held it in 4 quarters. The position peaked at $2.52M in Q1 2024. 1,550 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 11,697 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $2.31M.
Zimmermann Investment Management & Planning first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 4 quarters.
Zimmermann Investment Management & Planning's iShares S&P 500 Value ETF position peaked at $2.52M in Q1 2024.
1,550 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.