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H&H Retirement Design & Management’s iShares S&P 500 Value ETF IVE Stock Holding History

H&H Retirement Design & 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
2020
Q3 		– Sell
-2,346
Closed -$254K – 46
2020
Q2 		$254K Sell
2,346
-1,177
-33% -$125K 0.22% 40
2020
Q1 		$339K Buy
+3,523
New +$419K 0.32% 38

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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

H&H Retirement Design & Management's IVE Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2020, closing a stake of 2,346 shares — an estimated $254K sold.

H&H Retirement Design & Management first reported a position in IVE in Q1 2020 and held it in 2 quarters. The position peaked at $339K in Q1 2020. 767 funds tracked by Wall St. Rank hold IVE as of Q3 2020.

  • H&H Retirement Design & Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
  • H&H Retirement Design & Management sold 2,346 iShares S&P 500 Value ETF shares in Q3 2020, an estimated $254K.
  • H&H Retirement Design & Management first reported a position in iShares S&P 500 Value ETF in Q1 2020 and held it in 2 quarters.
  • H&H Retirement Design & Management's iShares S&P 500 Value ETF position peaked at $339K in Q1 2020.
  • 767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.