Blue Chip Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Blue Chip Wealth 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
2020 Q3	$1.06M	Sell	9,403 -128	-1%	-$14.5K	0.83%	32
2020 Q2	$1.03M	Sell	9,531 -126	-1%	-$13.4K	0.98%	29
2020 Q1	$930K	Buy	9,657 +235	+2%	+$28K	1.16%	24
2019 Q4	$1.23M	Buy	9,422 +65	+0.7%	+$8.09K	1.13%	24
2019 Q3	$1.11M	Hold	9,357	–	–	1.16%	24
2019 Q2	$1.09M	Sell	9,357 -154	-2%	-$17.6K	1.15%	28
2019 Q1	$1.07M	Buy	9,511 +299	+3%	+$32.8K	1.22%	27
2018 Q4	$932K	Sell	9,212 -670	-7%	-$73.3K	1.22%	27
2018 Q3	$1.15M	Buy	9,882 +36	+0.4%	+$4.13K	1.15%	29
2018 Q2	$1.08M	Hold	9,846	–	–	1.18%	26
2018 Q1	$1.08M	Buy	+9,846	New	+$1.13M	1.1%	25

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Blue Chip Wealth Management's IVE Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 1.3% in Q3 2020, selling an estimated $14.5K and leaving 9,403 shares worth $1.06M. The position accounts for 0.83% of the portfolio, ranked #32.

Blue Chip Wealth Management first reported a position in IVE in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2019. 767 funds tracked by Wall St. Rank hold IVE as of Q3 2020.

Blue Chip Wealth Management held 9,403 shares of iShares S&P 500 Value ETF worth $1.06M as of Q3 2020.
Blue Chip Wealth Management sold 128 iShares S&P 500 Value ETF shares in Q3 2020, an estimated $14.5K.
iShares S&P 500 Value ETF made up 0.83% of Blue Chip Wealth Management's portfolio in Q3 2020, its #32 holding.
Blue Chip Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's iShares S&P 500 Value ETF position peaked at $1.23M in Q4 2019.
767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.