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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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return