HWM
IVE icon

Howard Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Howard Wealth 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
Q1 		– Sell
-250
Closed -$32K – 295
2019
Q4 		$32K Buy
+250
New +$31.1K 0.03% 237

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
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 22.96% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Howard Wealth Management's IVE Position: Q1 2020 in Review

Howard Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2020, closing a stake of 250 shares — an estimated $32K sold.

Howard Wealth Management first reported a position in IVE in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 759 funds tracked by Wall St. Rank hold IVE as of Q1 2020.

  • Howard Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 250 iShares S&P 500 Value ETF shares in Q1 2020, an estimated $32K.
  • Howard Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's iShares S&P 500 Value ETF position peaked at $32K in Q4 2019.
  • 759 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.