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Charles D. Hyman’s iShares S&P 500 Value ETF IVE Stock Holding History

Charles D. Hyman’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
2024
Q2 		$209K Hold
1,150
– – 0.01% 236
2024
Q1 		$215K Buy
+1,150
New +$204K 0.01% 239

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Charles D. Hyman's IVE Position: Q2 2024 in Review

Charles D. Hyman held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2024 at 1,150 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #236.

Charles D. Hyman first reported a position in IVE in Q1 2024 and has held it in 2 quarters since. The position peaked at $215K in Q1 2024. 1,361 funds tracked by Wall St. Rank hold IVE as of Q2 2024.

  • Charles D. Hyman held 1,150 shares of iShares S&P 500 Value ETF worth $209K as of Q2 2024.
  • Charles D. Hyman left its iShares S&P 500 Value ETF share count unchanged in Q2 2024.
  • iShares S&P 500 Value ETF made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #236 holding.
  • Charles D. Hyman first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 2 quarters since.
  • Charles D. Hyman's iShares S&P 500 Value ETF position peaked at $215K in Q1 2024.
  • 1,361 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.