LVZ, Inc. Q1 2023 vs. Q2 2023: A Comprehensive Analysis of 13F Holdings Comparison

In the fast-paced world of finance, it's crucial for investors to stay updated on the latest changes in fund holdings. One way to achieve this is by analyzing the 13F filings, which offer insights into the activities of institutional investors. In this article, we will explore the alterations in LVZ, Inc.'s holdings from Q1 2023 to Q2 2023, as reported in their 13F filings. This analysis will shed light on the company's decisions and provide valuable information for investors.

ISHARES TR (IJH):

- Q1 2023 (SHARES): 501,952

- Q2 2023 (SHARES): 508,164

- Q1 2023 VALUE ($000): 125,568

- Q2 2023 VALUE ($000): 132,874

- CHG %: 5.8

LVZ, Inc. observed a 5.8% increase in holdings of ISHARES TR (IJH) during the first quarter of 2023, as their number of shares grew from 501,952 to 508,164. This upward trend was reflected in the rising value of their holdings, which increased from $125,568,000 to $132,874,000.

ISHARES TR (IVW):

- Q1 2023 (SHARES): 812,105

- Q2 2023 (SHARES): 1,165,525

- Q1 2023 VALUE ($000): 51,885

- Q2 2023 VALUE ($000): 82,146

- CHG %: 58.3

LVZ, Inc. experienced a substantial 58.3% surge in their holdings of ISHARES TR (IVW) from Q1 2023 to Q2 2023. The number of shares held by the company increased from 812,105 to 1,165,525, indicating a bullish sentiment towards this particular security. The value of their investments also grew significantly, from $51,885,000 to $82,146,000.

ISHARES TR (IVE):

- Q1 2023 (SHARES): 486,260

- Q2 2023 (SHARES): 477,605

- Q1 2023 VALUE ($000): 73,794

- Q2 2023 VALUE ($000): 76,985

- CHG %: 4.3

LVZ, Inc. witnessed a marginal decrease of 4.3% in their holdings of ISHARES TR (IVE) during the transition from Q1 2023 to Q2 2023. The number of shares held by the company decreased slightly from 486,260 to 477,605. However, the value of their investments in this security increased from $73,794,000 to $76,985,000, suggesting they maintained a positive outlook.

ISHARES TR (IJR):

- Q1 2023 (SHARES): 686,746

- Q2 2023 (SHARES): 711,427

- Q1 2023 VALUE ($000): 66,408

- Q2 2023 VALUE ($000): 70,893

- CHG %: 6.8

LVZ, Inc. displayed an optimistic approach towards ISHARES TR (IJR) during Q1 2023 to Q2 2023, as their holdings saw a 6.8% increase. The number of shares held by the company grew from 686,746 to 711,427, while the value of their investments increased from $66,408,000 to $70,893,000.

FIRST TR EXCHNG TRADED FD VI (FIXD):

- Q1 2023 (SHARES): 1,224,415

- Q2 2023 (SHARES): 1,253,673

- Q1 2023 VALUE ($000): 55,172

- Q2 2023 VALUE ($000): 55,374

- CHG %: 0.4

LVZ, Inc. made minor adjustments to their holdings of FIRST TR EXCHNG TRADED FD VI (FIXD) between Q1 2023 and Q2 2023. The number of shares held by the company increased slightly from 1,224,415 to 1,253,673, resulting in an almost negligible change of 0.4%. The value of their investments remained relatively stable at $55,172,000 and $55,374,000, respectively.

DIMENSIONAL ETF TRUST (DFAI):

- Q1 2023 (SHARES): 1,924,706

- Q2 2023 (SHARES): 1,906,321

- Q1 2023 VALUE ($000): 51,870

- Q2 2023 VALUE ($000): 52,080

- CHG %: 0.4

LVZ, Inc. experienced a negligible 0.4% reduction in their holdings of DIMENSIONAL ETF TRUST (DFAI) from Q1 2023 to Q2 2023. The number of shares held by the company decreased slightly from 1,924,706 to 1,906,321, resulting in a minor change in the value of their investments, which decreased from $51,870,000 to $52,080,000.

These are just a few examples of the changes in LVZ, Inc.'s holdings from Q1 2023 to Q2 2023. The complete analysis of their 13F filings provides a comprehensive overview of the adjustments made by the company during this period. It's essential for investors to study these filings and stay informed about the decisions made by institutional investors like LVZ, Inc., as they can offer valuable insight into market trends and potential investment opportunities.