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Gamble Jones Investment Counsel’s iShares S&P 500 Value ETF IVE Stock Holding History

Gamble Jones Investment Counsel’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
Q2 		– Sell
-2,386
Closed -$230K – 200
2020
Q1 		$230K Hold
2,386
– – 0.02% 178
2019
Q4 		$310K Buy
+2,386
New +$297K 0.02% 184

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gamble Jones Investment Counsel's IVE Position: Q2 2020 in Review

Gamble Jones Investment Counsel sold out of iShares S&P 500 Value ETF (IVE) in Q2 2020, closing a stake of 2,386 shares — an estimated $230K sold.

Gamble Jones Investment Counsel first reported a position in IVE in Q4 2019 and held it in 2 quarters. The position peaked at $310K in Q4 2019. 763 funds tracked by Wall St. Rank hold IVE as of Q2 2020.

  • Gamble Jones Investment Counsel reported no remaining iShares S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Gamble Jones Investment Counsel sold 2,386 iShares S&P 500 Value ETF shares in Q2 2020, an estimated $230K.
  • Gamble Jones Investment Counsel first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 2 quarters.
  • Gamble Jones Investment Counsel's iShares S&P 500 Value ETF position peaked at $310K in Q4 2019.
  • 763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2020.

Based on Gamble Jones Investment Counsel's 13F filing for Q2 2020, filed 19 Aug 2020.