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

Fernwood 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
2024
Q2 		– Sell
-282
Closed -$52.7K – 438
2024
Q1 		$52.7K Buy
+282
New +$50.1K 0.02% 341

Other funds holding IVE

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

Fernwood Investment Management's IVE Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2024, closing a stake of 282 shares — an estimated $52.7K sold.

Fernwood Investment Management first reported a position in IVE in Q1 2024 and held it in 1 quarter. The position peaked at $52.7K in Q1 2024. 1,361 funds tracked by Wall St. Rank hold IVE as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 282 iShares S&P 500 Value ETF shares in Q2 2024, an estimated $52.7K.
  • Fernwood Investment Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares S&P 500 Value ETF position peaked at $52.7K in Q1 2024.
  • 1,361 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.