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

Little House 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
2021 Q2	–	Sell	-4,708	Closed	-$665K	–	163
2021 Q1	$665K	Buy	+4,708	New	+$634K	0.24%	72
2019 Q2	–	Sell	-300	Closed	-$33K	–	188
2019 Q1	$33K	Buy	+300	New	+$32.9K	0.02%	180

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Little House Capital's IVE Position: Q2 2021 in Review

Little House Capital sold out of iShares S&P 500 Value ETF (IVE) in Q2 2021, closing a stake of 4,708 shares — an estimated $665K sold.

Little House Capital first reported a position in IVE in Q1 2019 and held it in 2 quarters. The position peaked at $665K in Q1 2021. 931 funds tracked by Wall St. Rank hold IVE as of Q2 2021.

Little House Capital reported no remaining iShares S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
Little House Capital sold 4,708 iShares S&P 500 Value ETF shares in Q2 2021, an estimated $665K.
Little House Capital first reported a position in iShares S&P 500 Value ETF in Q1 2019 and held it in 2 quarters.
Little House Capital's iShares S&P 500 Value ETF position peaked at $665K in Q1 2021.
931 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2021.

Based on Little House Capital's 13F filing for Q2 2021, filed 16 Aug 2021.