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

Bel Air 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
2021
Q2 		$351K Hold
2,375
– – 0.01% 301
2021
Q1 		$335K Buy
+2,375
New +$320K 0.01% 311

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
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bel Air Investment Advisors's IVE Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2021 at 2,375 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #301.

Bel Air Investment Advisors first reported a position in IVE in Q1 2021 and has held it in 2 quarters since. 929 funds tracked by Wall St. Rank hold IVE as of Q2 2021.

  • Bel Air Investment Advisors held 2,375 shares of iShares S&P 500 Value ETF worth $351K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2021.
  • iShares S&P 500 Value ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #301 holding.
  • Bel Air Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2021 and has held it in 2 quarters since.
  • 929 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.