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Eaton Vance Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Eaton Vance 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
2022
Q3 		$327K Sell
2,544
-79
-3% -$11.2K ﹤0.01% 1413
2022
Q2 		$361K Buy
2,623
+79
+3% +$11.7K ﹤0.01% 1434
2022
Q1 		$396K Hold
2,544
– – ﹤0.01% 1568
2021
Q4 		$398K Hold
2,544
– – ﹤0.01% 1378
2021
Q3 		$370K Hold
2,544
– – ﹤0.01% 1257
2021
Q2 		$376K Hold
2,544
– – ﹤0.01% 1408
2021
Q1 		$359K Hold
2,544
– – ﹤0.01% 1354
2020
Q4 		$326K Hold
2,544
– – ﹤0.01% 1313
2020
Q3 		$286K Hold
2,544
– – ﹤0.01% 1227
2020
Q2 		$275K Hold
2,544
– – ﹤0.01% 1207
2020
Q1 		$245K Buy
+2,544
New +$303K ﹤0.01% 1185

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return