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J. Arnold Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

J. Arnold 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
Q4 		– Sell
-100
Closed -$11K – 93
2020
Q3 		$11K Buy
+100
New +$11.3K 0.01% 54

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

J. Arnold Wealth Management's IVE Position: Q4 2020 in Review

J. Arnold Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2020, closing a stake of 100 shares — an estimated $11K sold.

J. Arnold Wealth Management first reported a position in IVE in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 894 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

  • J. Arnold Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2020 after selling out during the quarter.
  • J. Arnold Wealth Management sold 100 iShares S&P 500 Value ETF shares in Q4 2020, an estimated $11K.
  • J. Arnold Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2020 and held it in 1 quarter.
  • J. Arnold Wealth Management's iShares S&P 500 Value ETF position peaked at $11K in Q3 2020.
  • 894 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on J. Arnold Wealth Management's 13F filing for Q4 2020, filed 8 Sep 2021.