Credit Suisse’s iShares S&P 500 Value ETF IVE Stock Holding History

Credit Suisse’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
2021 Q2	–	Sell	-2,000	Closed	-$282K	–	4530
2021 Q1	$282K	Buy	+2,000	New	+$269K	﹤0.01%	4018

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse's IVE Position: Q1 2023 in Review

Credit Suisse sold out of iShares S&P 500 Value ETF (IVE) in Q1 2023, closing a stake of 4,440 shares — an estimated $644K sold.

Credit Suisse first reported a position in IVE in Q2 2013 and held it in 37 quarters. The position peaked at $36.2M in Q3 2019. 1,123 funds tracked by Wall St. Rank hold IVE as of Q1 2023.

Credit Suisse reported no remaining iShares S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 4,440 iShares S&P 500 Value ETF shares in Q1 2023, an estimated $644K.
Credit Suisse first reported a position in iShares S&P 500 Value ETF in Q2 2013 and held it in 37 quarters.
Credit Suisse's iShares S&P 500 Value ETF position peaked at $36.2M in Q3 2019.
1,123 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.