Aevitas Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Aevitas Wealth 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
2020 Q4	–	Sell	-5,213	Closed	-$586K	–	117
2020 Q3	$586K	Sell	5,213 -347	-6%	-$39.3K	0.48%	57
2020 Q2	$602K	Buy	5,560 +2,219	+66%	+$235K	0.56%	50
2020 Q1	$322K	Buy	+3,341	New	+$398K	0.36%	74
2019 Q2	–	Sell	-149	Closed	-$16K	–	205
2019 Q1	$16K	Buy	149 +71	+91%	+$7.8K	0.01%	276
2018 Q4	$8K	Buy	78 +1	+1%	+$109	0.01%	315
2018 Q3	$9K	Buy	77 +1	+1%	+$115	0.01%	354
2018 Q2	$8K	Hold	76	–	–	0.01%	341
2018 Q1	$8K	Hold	76	–	–	0.01%	341
2017 Q4	$9K	Buy	+76	New	+$8.42K	0.01%	324

Other funds holding IVE

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Aevitas Wealth Management's IVE Position: Q4 2020 in Review

Aevitas Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2020, closing a stake of 5,213 shares — an estimated $586K sold.

Aevitas Wealth Management first reported a position in IVE in Q4 2017 and held it in 9 quarters. The position peaked at $602K in Q2 2020. 893 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

Aevitas Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2020 after selling out during the quarter.
Aevitas Wealth Management sold 5,213 iShares S&P 500 Value ETF shares in Q4 2020, an estimated $586K.
Aevitas Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 9 quarters.
Aevitas Wealth Management's iShares S&P 500 Value ETF position peaked at $602K in Q2 2020.
893 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on Aevitas Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.