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

Hotaling 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
2019
Q3 		– Sell
-1,776
Closed -$207K – 121
2019
Q2 		$207K Hold
1,776
– – 0.13% 112
2019
Q1 		$200K Sell
1,776
-523
-23% -$57.4K 0.14% 115
2018
Q4 		$233K Buy
+2,299
New +$252K 0.19% 100

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Hotaling Investment Management's IVE Position: Q3 2019 in Review

Hotaling Investment Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2019, closing a stake of 1,776 shares — an estimated $207K sold.

Hotaling Investment Management first reported a position in IVE in Q4 2018 and held it in 3 quarters. The position peaked at $233K in Q4 2018. 715 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

  • Hotaling Investment Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Hotaling Investment Management sold 1,776 iShares S&P 500 Value ETF shares in Q3 2019, an estimated $207K.
  • Hotaling Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 3 quarters.
  • Hotaling Investment Management's iShares S&P 500 Value ETF position peaked at $233K in Q4 2018.
  • 715 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

Based on Hotaling Investment Management's 13F filing for Q3 2019, filed 28 Oct 2019.