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Accurate Investment Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Accurate Investment Solutions’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
2019
Q4 		– Sell
-197
Closed -$23K – 441
2019
Q3 		$23K Buy
197
+171
+658% +$20.1K 0.02% 163
2019
Q2 		$3K Buy
+26
New +$2.98K ﹤0.01% 318

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Accurate Investment Solutions's IVE Position: Q4 2019 in Review

Accurate Investment Solutions sold out of iShares S&P 500 Value ETF (IVE) in Q4 2019, closing a stake of 197 shares — an estimated $23K sold.

Accurate Investment Solutions first reported a position in IVE in Q2 2019 and held it in 2 quarters. The position peaked at $23K in Q3 2019. 824 funds tracked by Wall St. Rank hold IVE as of Q4 2019.

  • Accurate Investment Solutions reported no remaining iShares S&P 500 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Accurate Investment Solutions sold 197 iShares S&P 500 Value ETF shares in Q4 2019, an estimated $23K.
  • Accurate Investment Solutions first reported a position in iShares S&P 500 Value ETF in Q2 2019 and held it in 2 quarters.
  • Accurate Investment Solutions's iShares S&P 500 Value ETF position peaked at $23K in Q3 2019.
  • 824 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2019.

Based on Accurate Investment Solutions's 13F filing for Q4 2019, filed 8 Jan 2020.