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

Jackson Square 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
Q1 		– Sell
-1,097
Closed -$143K – 362
2019
Q4 		$143K Buy
+1,097
New +$137K 0.08% 108

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Envestnet Asset Management
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Wells Fargo
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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

Jackson Square Capital's IVE Position: Q1 2020 in Review

Jackson Square Capital sold out of iShares S&P 500 Value ETF (IVE) in Q1 2020, closing a stake of 1,097 shares — an estimated $143K sold.

Jackson Square Capital first reported a position in IVE in Q4 2019 and held it in 1 quarter. The position peaked at $143K in Q4 2019. 760 funds tracked by Wall St. Rank hold IVE as of Q1 2020.

  • Jackson Square Capital reported no remaining iShares S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Jackson Square Capital sold 1,097 iShares S&P 500 Value ETF shares in Q1 2020, an estimated $143K.
  • Jackson Square Capital first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 1 quarter.
  • Jackson Square Capital's iShares S&P 500 Value ETF position peaked at $143K in Q4 2019.
  • 760 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2020.

Based on Jackson Square Capital's 13F filing for Q1 2020, filed 15 May 2020.