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Arrow Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Arrow Investment Advisors’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
Q1 		– Sell
-91,613
Closed -$11.9M – 40
2019
Q4 		$11.9M Buy
+91,613
New +$11.4M 5.89% 6

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arrow Investment Advisors's IVE Position: Q1 2020 in Review

Arrow Investment Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2020, closing a stake of 91,613 shares — an estimated $11.9M sold.

Arrow Investment Advisors first reported a position in IVE in Q4 2019 and held it in 1 quarter. The position peaked at $11.9M in Q4 2019. 760 funds tracked by Wall St. Rank hold IVE as of Q1 2020.

  • Arrow Investment Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Arrow Investment Advisors sold 91,613 iShares S&P 500 Value ETF shares in Q1 2020, an estimated $11.9M.
  • Arrow Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 1 quarter.
  • Arrow Investment Advisors's iShares S&P 500 Value ETF position peaked at $11.9M in Q4 2019.
  • 760 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2020.

Based on Arrow Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.