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Axiom Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Axiom Investment 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
2022
Q4 		$2.47K Buy
+17
New +$2.43K 0.01% 76
2020
Q2 		– Sell
-241
Closed -$23K – 133
2020
Q1 		$23K Hold
241
– – 0.04% 105
2019
Q4 		$31K Hold
241
– – 0.04% 123
2019
Q3 		$29K Hold
241
– – 0.02% 193
2019
Q2 		$28K Sell
241
-4,312
-95% -$494K 0.01% 421
2019
Q1 		$513K Buy
+4,553
New +$500K 0.1% 213

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return