Contravisory Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Contravisory Investment 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 Q1	–	Sell	-473	Closed	-$62K	–	303
2019 Q4	$62K	Sell	473 -240	-34%	-$29.9K	0.02%	217
2019 Q3	$85K	Buy	+713	New	+$83.7K	0.03%	184
2018 Q3	–	Sell	-49	Closed	-$5K	–	332
2018 Q2	$5K	Hold	49	–	–	﹤0.01%	293
2018 Q1	$5K	Buy	+49	New	+$5.6K	﹤0.01%	296
2015 Q2	–	Sell	-50	Closed	-$5K	–	182
2015 Q1	$5K	Sell	50 -49	-49%	-$4.55K	﹤0.01%	149
2014 Q4	$9K	Sell	99 -35	-26%	-$3.21K	﹤0.01%	123
2014 Q3	$12K	Buy	+134	New	+$12.2K	﹤0.01%	112

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Contravisory Investment Management's IVE Position: Q1 2020 in Review

Contravisory Investment Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2020, closing a stake of 473 shares — an estimated $62K sold.

Contravisory Investment Management first reported a position in IVE in Q3 2014 and held it in 7 quarters. The position peaked at $85K in Q3 2019. 760 funds tracked by Wall St. Rank hold IVE as of Q1 2020.

Contravisory Investment Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
Contravisory Investment Management sold 473 iShares S&P 500 Value ETF shares in Q1 2020, an estimated $62K.
Contravisory Investment Management first reported a position in iShares S&P 500 Value ETF in Q3 2014 and held it in 7 quarters.
Contravisory Investment Management's iShares S&P 500 Value ETF position peaked at $85K in Q3 2019.
760 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2020.

Based on Contravisory Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.