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

GW&K 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
2022
Q3 		– Sell
-901
Closed -$124K – 617
2022
Q2 		$124K Buy
+901
New +$133K ﹤0.01% 350

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GW&K Investment Management's IVE Position: Q3 2022 in Review

GW&K Investment Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2022, closing a stake of 901 shares — an estimated $124K sold.

GW&K Investment Management first reported a position in IVE in Q2 2022 and held it in 1 quarter. The position peaked at $124K in Q2 2022. 1,045 funds tracked by Wall St. Rank hold IVE as of Q3 2022.

  • GW&K Investment Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
  • GW&K Investment Management sold 901 iShares S&P 500 Value ETF shares in Q3 2022, an estimated $124K.
  • GW&K Investment Management first reported a position in iShares S&P 500 Value ETF in Q2 2022 and held it in 1 quarter.
  • GW&K Investment Management's iShares S&P 500 Value ETF position peaked at $124K in Q2 2022.
  • 1,045 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2022.

Based on GW&K Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.