1832 Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

1832 Asset Management’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	-40	Closed	-$7.28K	–	783
2024 Q2	$7.28K	Buy	+40	New	+$7.29K	﹤0.01%	793
2014 Q3	–	Sell	-180	Closed	-$16K	–	634
2014 Q2	$16K	Buy	+180	New	+$15.9K	﹤0.01%	539

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

1832 Asset Management's IVE Position: Q3 2024 in Review

1832 Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2024, closing a stake of 40 shares — an estimated $7.28K sold.

1832 Asset Management first reported a position in IVE in Q2 2014 and held it in 2 quarters. The position peaked at $16K in Q2 2014. 1,444 funds tracked by Wall St. Rank hold IVE as of Q3 2024.

1832 Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
1832 Asset Management sold 40 iShares S&P 500 Value ETF shares in Q3 2024, an estimated $7.28K.
1832 Asset Management first reported a position in iShares S&P 500 Value ETF in Q2 2014 and held it in 2 quarters.
1832 Asset Management's iShares S&P 500 Value ETF position peaked at $16K in Q2 2014.
1,444 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2024.

Based on 1832 Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.