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

Choate 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
2022
Q4 		– Sell
-3,550
Closed -$456K – 334
2022
Q3 		$456K Hold
3,550
– – 0.03% 167
2022
Q2 		$488K Hold
3,550
– – 0.03% 168
2022
Q1 		$553K Hold
3,550
– – 0.03% 187
2021
Q4 		$556K Hold
3,550
– – 0.03% 174
2021
Q3 		$516K Sell
3,550
-1,129
-24% -$168K 0.03% 176
2021
Q2 		$691K Hold
4,679
– – 0.04% 154
2021
Q1 		$661K Buy
4,679
+3,550
+314% +$478K 0.04% 153
2020
Q4 		$145K Buy
1,129
+527
+88% +$63.7K 0.01% 242
2020
Q3 		$68K Buy
+602
New +$68.2K ﹤0.01% 254
2017
Q1 		– Sell
-2,112
Closed -$214K – 255
2016
Q4 		$214K Hold
2,112
– – 0.01% 229
2016
Q3 		$201K Sell
2,112
-1,090
-34% -$104K 0.01% 233
2016
Q2 		$297K Hold
3,202
– – 0.02% 190
2016
Q1 		$288K Buy
3,202
+762
+31% +$65K 0.02% 202
2015
Q4 		$229K Sell
2,440
-1,112
-31% -$99.4K 0.02% 239
2015
Q3 		$298K Buy
3,552
+1,112
+46% +$99.4K 0.02% 203
2015
Q2 		$225K Hold
2,440
– – 0.01% 229
2015
Q1 		$226K Hold
2,440
– – 0.01% 236
2014
Q4 		$229K Hold
2,440
– – 0.01% 242
2014
Q3 		$220K Sell
2,440
-525
-18% -$47.7K 0.01% 241
2014
Q2 		$268K Hold
2,965
– – 0.02% 234
2014
Q1 		$258K Hold
2,965
– – 0.02% 245
2013
Q4 		$253K Sell
2,965
-390
-12% -$32.1K 0.02% 239
2013
Q3 		$263K Hold
3,355
– – 0.02% 225
2013
Q2 		$254K Buy
+3,355
New +$255K 0.02% 226

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Choate Investment Advisors's IVE Position: Q4 2022 in Review

Choate Investment Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2022, closing a stake of 3,550 shares — an estimated $456K sold.

Choate Investment Advisors first reported a position in IVE in Q2 2013 and held it in 24 quarters. The position peaked at $691K in Q2 2021. 1,118 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

  • Choate Investment Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Choate Investment Advisors sold 3,550 iShares S&P 500 Value ETF shares in Q4 2022, an estimated $456K.
  • Choate Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and held it in 24 quarters.
  • Choate Investment Advisors's iShares S&P 500 Value ETF position peaked at $691K in Q2 2021.
  • 1,118 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

Based on Choate Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.