InterOcean Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

InterOcean Capital’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 Q2	$208K	Buy	+1,919	New	+$204K	0.02%	179

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

InterOcean Capital's IVE Position: Q2 2020 in Review

InterOcean Capital opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2020: 1,919 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings.

761 funds tracked by Wall St. Rank hold IVE as of Q2 2020.

InterOcean Capital held 1,919 shares of iShares S&P 500 Value ETF worth $208K as of Q2 2020.
iShares S&P 500 Value ETF was a new InterOcean Capital position in Q2 2020.
iShares S&P 500 Value ETF made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #179 holding.
761 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.