BMO
IVE icon

Beck Mack & Oliver’s iShares S&P 500 Value ETF IVE Stock Holding History

Beck Mack & Oliver’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
2018
Q2 		– Sell
-2,038
Closed -$223K – 228
2018
Q1 		$223K Hold
2,038
– – 0.01% 206
2017
Q4 		$233K Sell
2,038
-200
-9% -$22.2K 0.01% 209
2017
Q3 		$242K Sell
2,238
-491
-18% -$52K 0.01% 204
2017
Q2 		$286K Buy
+2,729
New +$284K 0.01% 185

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beck Mack & Oliver's IVE Position: Q2 2018 in Review

Beck Mack & Oliver sold out of iShares S&P 500 Value ETF (IVE) in Q2 2018, closing a stake of 2,038 shares — an estimated $223K sold.

Beck Mack & Oliver first reported a position in IVE in Q2 2017 and held it in 4 quarters. The position peaked at $286K in Q2 2017. 636 funds tracked by Wall St. Rank hold IVE as of Q2 2018.

  • Beck Mack & Oliver reported no remaining iShares S&P 500 Value ETF position as of Q2 2018 after selling out during the quarter.
  • Beck Mack & Oliver sold 2,038 iShares S&P 500 Value ETF shares in Q2 2018, an estimated $223K.
  • Beck Mack & Oliver first reported a position in iShares S&P 500 Value ETF in Q2 2017 and held it in 4 quarters.
  • Beck Mack & Oliver's iShares S&P 500 Value ETF position peaked at $286K in Q2 2017.
  • 636 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2018.

Based on Beck Mack & Oliver's 13F filing for Q2 2018, filed 25 Jul 2018.