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Institutional & Family Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-72
Closed -$10K – 857
2021
Q3 		$10K Sell
72
-4,367
-98% -$651K ﹤0.01% 548
2021
Q2 		$655K Buy
4,439
+314
+8% +$46.3K 0.11% 112
2021
Q1 		$583K Buy
4,125
+2,127
+106% +$286K 0.11% 114
2020
Q4 		$256K Buy
1,998
+1,950
+4,063% +$236K 0.05% 161
2020
Q3 		$5K Hold
48
– – ﹤0.01% 590
2020
Q2 		$5K Buy
+48
New +$5.09K ﹤0.01% 575
2018
Q4 		– Sell
-356
Closed -$41K – 856
2018
Q3 		$41K Buy
356
+156
+78% +$17.9K 0.01% 371
2018
Q2 		$22K Hold
200
– – ﹤0.01% 428
2018
Q1 		$22K Buy
+200
New +$22.9K ﹤0.01% 402

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return