Banco BTG Pactual’s iShares S&P 500 Value ETF IVE Stock Holding History

Banco BTG Pactual’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
2023 Q3	–	Sell	-5,588	Closed	-$901K	–	154
2023 Q2	$901K	Buy	+5,588	New	+$860K	0.35%	56

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banco BTG Pactual's IVE Position: Q3 2023 in Review

Banco BTG Pactual sold out of iShares S&P 500 Value ETF (IVE) in Q3 2023, closing a stake of 5,588 shares — an estimated $901K sold.

Banco BTG Pactual first reported a position in IVE in Q2 2023 and held it in 1 quarter. The position peaked at $901K in Q2 2023. 1,144 funds tracked by Wall St. Rank hold IVE as of Q3 2023.

Banco BTG Pactual reported no remaining iShares S&P 500 Value ETF position as of Q3 2023 after selling out during the quarter.
Banco BTG Pactual sold 5,588 iShares S&P 500 Value ETF shares in Q3 2023, an estimated $901K.
Banco BTG Pactual first reported a position in iShares S&P 500 Value ETF in Q2 2023 and held it in 1 quarter.
Banco BTG Pactual's iShares S&P 500 Value ETF position peaked at $901K in Q2 2023.
1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2023.

Based on Banco BTG Pactual's 13F filing for Q3 2023, filed 14 Nov 2023.