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Eubel Brady & Suttman Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Eubel Brady & Suttman Asset 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
2024
Q2 		– Sell
-1,087
Closed -$203K – 97
2024
Q1 		$203K Buy
+1,087
New +$193K 0.03% 89

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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

Eubel Brady & Suttman Asset Management's IVE Position: Q2 2024 in Review

Eubel Brady & Suttman Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2024, closing a stake of 1,087 shares — an estimated $203K sold.

Eubel Brady & Suttman Asset Management first reported a position in IVE in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 1,361 funds tracked by Wall St. Rank hold IVE as of Q2 2024.

  • Eubel Brady & Suttman Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 1,087 iShares S&P 500 Value ETF shares in Q2 2024, an estimated $203K.
  • Eubel Brady & Suttman Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's iShares S&P 500 Value ETF position peaked at $203K in Q1 2024.
  • 1,361 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2024.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q2 2024, filed 7 Aug 2024.